Branch Manager

Kotak Life Insurance; Chandigarh; On-site; INR 900,000 - 1,300,000; Full time

Job summary

Kotak Life Insurance in Chandigarh seeks a Branch Manager - Tied Field Sales (L6) with a graduation requirement and 7-13 years of sales experience. The role emphasizes strategic planning, HNI prospecting, and managing routine business metrics.

The incumbent will supervise SM/RDM skill transitions, coach ABM/BRDM, participate in target setting, and ensure disciplined execution of plans while monitoring persistency, commissions, and product mix.

Qualifications

• Graduation mandatory.
• 7-13 yrs of experience in sales.

Responsibilities

• Develop a plan for HNI prospects and routine business (LA base, Activation, Case Rate and Case Size).
• Monitor SM / RDM skill transitions and coach ABM / BRDM on gaps in SM/RDM development.
• Discuss SM/RDM wise plan with ABM/BRDM and validate target setting based on current conversion ratios.
• Audit advisor selection through a sample audit of 2 random LA/ABM/BRDM per month.
• Control execution of plans and maintain business health parameters like Persistency, LA Commission, Product Mix, Claims, ECS/SI percentage.

Skills

Good PPT

Excel skills

Good communication

Team leading skills

Education

Graduate

Job description

Job Description

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 : Good PPT, Excel skills

Good communication, team leading skills.