Designation

Location: India Orissa Hotel Samrat, Balangir

Organization: Financial Services

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Job Purpose

Job Purpose Description We are looking for an experienced and result-oriented Branch Manager – Sales to drive business growth, manage branch sales operations, and lead a high-performing sales team. The role involves achieving business targets through effective customer acquisition, team management, channel development, and relationship building.

Key Responsibilities

- Achieve branch sales targets for life insurance products, premium, revenue, and new business.
- Recruit, train, coach, and manage the branch sales team and insurance advisors/agents.
- Develop and implement strategies to increase customer acquisition and business conversion.
- Generate business through direct sales, agency/agent channels, banca, and other distribution channels, as applicable.
- Build and maintain strong relationships with customers, agents, intermediaries, and key stakeholders.
- Monitor daily/weekly/monthly sales performance and take corrective actions to achieve targets.
- Drive lead generation, prospecting, sales meetings, follow-ups, and policy conversions.
- Ensure effective cross-selling and up-selling of life insurance products.
- Conduct regular sales reviews and performance meetings with the team.
- Ensure compliance with company policies, regulatory requirements, and ethical sales practices.
- Improve persistency, renewal performance, customer retention, and overall branch profitability.




- Identify market opportunities and develop local business strategies based on competition and customer needs.
- Coordinate with operations, underwriting, claims, and other internal teams for smooth customer servicing.
- Prepare and present branch performance reports to senior management.

Key Skills

- Strong sales and business development skills
- Team leadership and people management
- Knowledge of life insurance products and distribution
- Excellent communication and negotiation skills
- Customer relationship management
- Target-oriented and result-driven approach
- Recruitment and advisor/agent development
- Analytical and problem-solving abilities
- Solid local market/networking skills
- Good knowledge of MS Office and sales reporting tools

Key Performance Indicators (KPIs)

- New Business / Annualized Premium Equivalent (APE)
- Gross Written Premium / Premium Collection
- Branch revenue and profitability
- Agent/advisor recruitment and activation
- Agent productivity
- Lead-to-conversion ratio
- Persistency and renewal performance
- Customer acquisition and retention
- Team productivity and target achievement

Preferred Candidate Profile

The ideal candidate should have 5+ years of sales experience in Life Insurance/BFSI, with at least 1–2 years in a team-leadership or branch-management role. Candidates with a proven track record of achieving sales targets, building sales teams, and managing insurance distribution channels will be preferred.

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