Designation: Branch Head Channel: Agency Business Partner Key Accountabilities

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 (A collection of duties and/or responsibilities assigned) Will manage team of 6-7 AABM and ABM on-role employee Advisors and financial consultant

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 Act as a mentor, coach for the team to drive Business/Sales Targets

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 Enhance FC earnings based on vintage.

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 Focusing on advisor and FC retention.

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 Focus on Customer retention.

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 Generate sales leads through Financial Consultants and advisors by upselling and cross selling of product mix

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 Bring in best practices to offer excellent experience while onboarding customers.

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 Maximize sales productivity of the team and achieve sales targets

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 Responsible for branch unit.

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 Provide in-the-field support to direct reports by joining them on calls and providing coaching and

feedback based on performance

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 Responsible for capacity building at branch level

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 To emphasize on talent retention and managing attrition

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 To maintain high morale and engagement levels of the teams by providing constructive feedback and

fostering right setting.

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 Cross sell and up sell HDFC Life Insurance products based on the life cycle needs of the customers and as

defined by the organization.

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 To periodically review the progress of direct reports and suggest corrective measures, if any

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 Provides accurate forecasts, updates and requested reports to reporting manager

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 Adhere to a proper business work ethic and create a similar expectation of direct reports/peers

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 Ensure high quality and high persistency of business generated to support long-term profitability of the

company

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 Provide feedback and suggestions on initiatives/ changes required in branch operations.

Skills, Knowledge & Qualifications

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 Should be a Graduate ( any discipline) with sales background

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 5 to 7 years of work experience in sales with at least 3 years+ experience in Life Insurance.

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 Demonstrate competence in management, netw

📌 Branch Head Channel: Agency Business Partner (Siliguri)
🏢 Skywings Advisors
📍 Siliguri