Key Responsibilities
1. Drive Business Growth
• Own and deliver branch sales targets across life insurance products.
• Develop and execute business plans toachieve monthly, quarterly, and annual
revenue goals.
• Monitor branch performance regularly and implement corrective actions to improve
productivity.
• Identify new business opportunities and drive customer acquisition initiatives.
2. Build and Manage the Agency Team
• Recruit, onboard, and retain high-quality Agency Managers and Insurance Advisors.
• Ensure timely activation and productivity of newly recruited team members.
• Build a motivated, performance-oriented culture within the branch.
• Manage team performance through regular reviews and performance discussions.
3. Coach, Train and Develop People
• Conduct regular coaching sessions to improve the sales capabilities of the team.
• Identify training needs and work closely with learning teams to enhance employee
skills.
• Mentor team members on sales planning, customer engagement, objection handling,
and closing techniques.
• Create a strong leadership pipeline bydeveloping future managers.
4. Expand Agency Distribution
• Increase the number of active advisors and improve their productivity.

• Strengthen relationships with existing advisors and motivate them toachieve higher
business volumes.
• Ensure continuous expansion of the agency network in the assigned geography.
• Drive initiatives to improve advisor engagement and retention.
5. Customer Relationship Management




• Build long-term relationships with customers through quality service and regular
engagement.
• Ensure customers receive appropriate financial protection solutions based ontheir
needs.
• Address customer concerns promptly and ensure high service standards.
• Work towards improving customer satisfaction and retention.
6. Branch Operations and Compliance
• Ensure smooth day-to-day branch operations.
• Maintain adherence to IRDAI regulations and company compliance policies.
• Ensure accurate documentation, process discipline, and timely reporting.
• Minimize operational risks through effective governance and internal controls.
7. Business Planning and Performance Management
• Analyze market trends, competition, and branch performance data.
• Prepare action plans to improve productivity and profitability.
• Track key performance indicators (KPIs) and ensure timely achievement of business
objectives.
• Share regular business updates and forecasts with senior management.
8. Stakeholder Management
• Collaborate with internal functions such as Operations, HR, Training, Marketing, and
Underwriting to ensure smooth execution of business activities.
• Represent the branch in local business forums and build robust relationships within
the business ecosystem.
• Ensure effective communication between the branch and regional leadership.
Eligibility
• 3 years of experience in Sales, Business Development, Banking, BFSI, FMCG,
Telecom MBA/PGDM (Full-Time) from Tier 1 or Tier 2 B-Schools.
.

📌 Branch Manager (Kolkata)
🏢 Orange Corporate Solution
📍 Kolkata