Role Summary:

The Unit Head will be responsible for driving sales, profitability, and customer engagement at the branch level with a primary focus on Fixed Deposits & Life Insurance products. In addition to this, cross selling other products like General Insurance and Mutual Funds. The role involves managing sales teams, building customer relationships, and ensuring compliance with

regulatory standards.

Key Responsibilities:
Achieve branch business targets across all product segments with a robust focus on Fixed Deposits & Life Insurance
Lead, mentor, and motivate branch staff and advisors to deliver sustained performance
Drive cross-selling initiatives and portfolio diversification as per defined targets
Ensure adherence to IRDAI, AMFI, and internal compliance guidelines, as applicable
Monitor persistency,



renewals, activisation and customer satisfaction at the branch level
Prepare MIS reports and contribute to strategic planning for the region
Recruit, Train and manage the team of Front Line Sales & Advisors
Drive productivity parameters at branch level
Work with the team of FLS towards formulation of sales strategy including activation of Business Associates

Key Skills & Competencies:
Solid business acumen and result orientation
Leadership and people development skills
Excellent customer engagement and cross-selling ability
Compliance and risk management orientation

📌 Unit Head/ Sr Unit Head Bengaluru
🏢 RNR Global Certification
📍 Bengaluru