Branch Manager - Life Insurance - Direct channel

Roles and Responsibilities

• Identify, interview and select sales executives with support from HR.
• To meet the following productivity measures for the unit : Premium per executive, case rate, persistency, retention and a high % of executives exceeding planned productivity standards
• Exceed revenue targets
• Undertake joint field work with executives and observe / demonstrate successful selling skills
• Conduct Fortnightly performance review (PRP) with executives
• Help executives use the GOLD system for maximizing business from a given target market
• Supervise daily activity plan of all executives to ensure that these are being fulfilled as per the desired levels
• Ensure that all executives under supervision perform 100% as per the companys rules and regulations wrt. Need based selling, Compliance and Customer service
• Effectively manage, track and convert leads provided by the in-house telemarketing unit.
• Engage with customers to provide quick response to customer queries, provide customer service.
• Assist in Direct customer service policyholders complaint resolution.
• Ensure retention of in his allocated book of relations.
• Educate team / prospects about products vis vis products of competition to enable them in taking appropriate decisions

Desired Candidate Profile

Skills Required

managing agents , persistency , Retention