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Kotak Life Insurance

Posted 5 Mar 2023

Tied Field Sales - Branch Manager - L6 - Maduarai (Annanagar)

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Team
Tied-Sales
Posted
5 Mar 2023

About the role

 Role –Branch Manager – Tied Field Sales (L6)  Education and Experience  - Graduation mandatory;  7-13 yrs Job Role: Ø Develop a plan comprising; · HNI prospects · Routine business (LA base, Activation, Case Rate and Case Size etc.) based on SM / RDM skills Ø 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 Ø Discuss SM / RDM wise plan with the ABM / BRDM based on current conversion ratios and validate target setting for SMs / RDMs Ø Monitor Advisor selection through a sample audit of 2 random LA selections / ABM / BRDM per month Ø Control execution of plans as per above. Ø 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

Good communication, team leading skills

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