Branch Head - Jalgaon

Aditya Birla Sun Life Asset Management Ltd (AMC); Maharashtra; On-site; INR 1,800,000 - 3,200,000; Full time

Job summary

Aditya Birla Sun Life Asset Management Ltd (AMC) is seeking a Branch Head to drive micro-level sales, penetration of new markets, and maintain service standards for channel partners and their customers. The role emphasizes increasing branch profitability through empanelment of untapped channel partners and training needs assessment.

Responsibilities include achieving targets, managing channel partners, ensuring regulatory compliance, and overseeing branch operations to deliver high-quality

Responsibilities

• KRA1 Achieving sales targets and increasing market share of branch vis a vis industry.
• KRA2 Managing and maximizing business from Client Relationships through prompt service
• KRA3 Identification & Engaging of new Distribution channel partners
• KRA4 Monitoring Compliance to enable high alignment with systems and practises
• KRA5 Overseeing Branch administration and monitoring branch issues to ensure a smooth delivery of service to clients
• KRA6 Providing relevant reports to management for assigned territory.
• KRA7 Managing and monitoring team members for better productivity

Education

AMFI Certification

Job description

Job Purpose

Achieving the Sales Targets, maintaining & Increasing Market Share through incremental Sales & new market development and ensuring highest level of Service standards channel partners & their customers at the branch level

Job Context & Major Challenges

Job Context

As a Branch Head, major role would be to drive sales at micro level, achieve sales target through Market penetration and increase service standards, thereby increasing Visibility and goodwill among channel partners and distributors to ensure Branch profitability. Also to identify and empanel untapped Channel partners and increase business output through meeting adequate training needs.

• Retaining mind share of TOP business partners in the competitive environment.


• Service issues due to poor infrastructure in upcountry markets. (Eg: Lack of awareness of Internet/ E-Mail, Access issues through couriers)


• Ensuring sales against competitive products like insurance which have Generate Greater Revenue.

Job Purpose

Achieving the Sales Targets, maintaining & Increasing Market Share through incremental Sales & new market development and ensuring highest level of Service standards channel partners & their customers at the branch level

Job Context & Major Challenges

Job Context

As a Branch Head, major role would be to drive sales at micro level, achieve sales target through Market penetration and increase service standards, thereby increasing Visibility and goodwill among channel partners and distributors to ensure Branch profitability. Also to identify and empanel untapped Channel partners and increase business output through meeting adequate training needs.

Job Challenges

• Retaining mind share of TOP business partners in the competitive environment.


• Service issues due to poor infrastructure in upcountry markets. (Eg: Lack of awareness of Internet/ E-Mail, Access issues through couriers)


• Ensuring sales against competitive products like insurance which have Generate Greater Revenue.

Key Result Areas

KRA (Accountabilities) (Max 1325 Characters) Supporting Actions (Max 1325 Characters)

KRA1 Achieving sales targets and increasing market share of branch vis a vis industry.

1. Maximising business in allotted territory through distribution channel (IFAs, Banks, PSU and NDs)

• Empanling and activation of untapped and potential Channel Partners

KRA2 Managing and maximizing business from Client Relationships through prompt service Managing and maximizing business from Client Relationships through prompt service

KRA3 Identification & Engaging of new Distribution channel partners

1.Developing new distributor relationships at branch

• Activation of such distributor relationships by providing timely and relevant info on schemes and the industry etc

KRA4 Monitoring Compliance to enable high alignment with systems and practises

1.Ensuring that all regulations and statutory compliances are complied with

• Assist channel partners to adhere to compliances.

KRA5 Overseeing Branch administration and monitoring branch issues to ensure a smooth delivery of service to clients Facilitate smooth operations of the branch including branch imprest, administration, operations and client servicing standards

KRA6 Providing relevant reports to management for assigned territory. Furnishing relevant sales reports of the branch to Cluster & Zonal Head

KRA7 Managing and monitoring team members for better productivity

1. Facilitating regular training, guidance and development of team members

• Ensuring AMFI Certification of team members


• Monitoring performance of RM¿s on monthly basis and take corrective measures if achievement deviates from the required achievements.