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Tied Field Sales - Branch Manager - L6 - Hubli 2 - Raj Plaza


Kotak Life


Location

Hubli | India


Job description

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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