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 : Valuable PPT, Excel skills

Good communication, team leading skills

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