Branch Manager

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

Job summary

Kotak Life Insurance is seeking a capable leader to manage a team of Sales Managers in Kolkata. The role focuses on developing plans for high-net-worth prospects and routine business, and aligning targets with SM/RDM skills.

The candidate will monitor skill transitions, coach for development, and ensure health metrics such as persistency, commissions, product mix and claims are tracked with corrective actions. Prior agency-channel experience preferred.

Qualifications

• Experience in team handling in Agency for more than 3 years.
• Background in Agency Channel and Life Insurance preferred.

Responsibilities

• Manage a team of Sales Managers.
• Develop a plan comprising: (a) HNI prospects (b) Routine business (LA base, Activation, Case Rate & Case Size) based on SM / RDM skills.
• Monitor team member skill transitions and coach team member on gaps in areas for development.
• Discuss team member wise plan and validate target setting.
• Maintain a check on business health parameters - Persistency, LA Commission, Product Mix, Claims, ECS / SI percentage and take corrective actions.
• SPAN of Control: 8/9 Sales Manager.

Skills

Team management

Coaching

Sales planning

Performance monitoring

Job description

Role & responsibilities:

Manage a team of Sales Managers.

Develop a plan comprising:

• (a) HNI prospects
• (b) Routine business (LA base, Activation, Case Rate & Case Size etc.) based on SM / RDM skills.

Monitor team member skill transitions and coach team member on the gaps in areas for development.

Discuss team member wise plan and validate target setting.

Maintain a check on business health parameters - Persistency, LA Commission, Product Mix, Claims, ECS / SI percentage and take corrective actions.

SPAN of Control: 8/9 Sales Manager.

Experience in team handling in Agency for more than 3 years.

Preferred candidate profile

Candidates from Agency Channel and Life Insurance background.