Job Description

Role Branch Manager – Tied Field Sales (L6)

Education and Experience - Graduation mandatory; 7-13 yrs

Job Role:

- Develop a plan comprising;
- HNI prospects
- Routine business (LA base, Activation, Case Rate and Case Size etc.) based on SM / RDM skills
- Monitor the SM / RDM skill transitions, validate skill transitions of SMs / RDMs and coach ABM / BRDM on the gaps in areas of SM / RDM development
- Discuss SM / RDM wise plan with the ABM / BRDM based on current conversion ratios and validate target setting for SMs / RDMs
- Monitor Advisor selection through a sample audit of 2 random LA selections / ABM / BRDM per month
- Control execution of plans as per above.
- Maintain a check on business health parameters such as Persistency, LA Commission, Product Mix, Claims, ECS / SI percentage and take corrective actions.

Team Responsibility:

3-5 – Assistant Branch Manager (ABM) / Branch Recruitment Development Manager (BRDM)

Each ABM / BRDM has a unit of 8-10 Sales Managers / Recruitment and Development Managers

Educational Qualifications: Graduate

Skills : Good PPT, Excel skills

Valuable communication, team leading skills.

📌 Branch Manager (Panipat)
🏢 Kotak Life Insurance
📍 Panipat