Job Description:

The Branch Manager - Agency Channel is a frontline leadership role responsible for managing a team of Insurance Managers (IMs) and agents within a specific unit, reporting to the Regional Head. This position focuses on driving sales targets, recruiting and activating agents, and ensuring operational efficiency at the unit level. Branch Manager travels within the unit’s territory to oversee performance, reduce attrition, and enhance customer satisfaction, contributing to the region’s revenue and growth objectives while aligning with the strategies set by the Regional Head and Zonal Head.

KRA-
• Identify and recruit new agents and Insurance Managers (IMs) to build a strong distribution team within the unit.
• Conduct interviews, assess candidates, and onboard qualified individuals in coordination with the Regional Head’s agency expansion plans.
• Achieve unit-level sales targets for life insurance products (Traditional and ULIP) as assigned by the Regional Head.
• Monitor sales performance metrics (e.g., policies sold, premium volume, conversion rates)



and implement actions to meet or exceed goals.
• Drive agent activation by ensuring current and existing agents actively sell policies (e.g., at least one policy per month).
• Provide hands-on support, training, and resources to activate dormant or underperforming agents.
• Organize and conduct training sessions for IMs and agents on product knowledge, sales techniques, and compliance, in collaboration with the Regional Head.
• Develop strategies to reduce agent attrition by fostering engagement, providing incentives, and addressing concerns promptly.
• Ensure high levels of customer satisfaction by supporting agents in delivering excellent service quality.
• Handle escalations from HNI clients and key accounts within the unit, escalating unresolved issues to the Regional Head.
• Supervise unit-level operations, ensuring compliance with company policies and regulatory standards (e.g., EKYC, anti-miss sell

📌 Manager (Ahmedabad)
🏢 Canara HSBC Life Insurance
📍 Ahmedabad