Branch Manager

World Vision Vivaan; Meerut, Agra District, New Delhi; On-site; INR 600,000 - 900,000; Full time

Job summary

World Vision Vivaan invites applications for a Branch Manager role in Meerut, UP. The incumbent will be responsible for achieving premium targets, driving new business, and developing distribution through agents and direct channels.

Demonstrated ability to monitor productivity and lead a sales team will be valued. The role also involves coordinating with underwriting, operations, finance, and other branches, ensuring smooth daily functioning, managing renewals and complaints, and building

Responsibilities

• Achieve monthly/quarterly/yearly premium targets.
• Drive new business and policy issuance.
• Develop business through agents, advisors, direct channels, and other distribution partners.
• Monitor branch productivity and conversion ratios.
• Recruit and onboard sales employees/advisors.
• Set targets and review individual performance.
• Coach the team on products, selling skills, and customer handling.
• Conduct regular sales meetings and performance reviews.
• Ensure smooth day-to-day functioning of the branch.
• Coordinate with underwriting, operations, claims, finance, and other departments.
• Track pending proposals, renewals, persistency, and customer complaints.
• Handle important/high-value customers when required.
• Ensure good customer experience and retention.
• Build relationships with local businesses and potential distribution partners.

Job description

Role & responsibilities

Branch Manager Typical Responsibilities

Business & Sales

• Achieve monthly/quarterly/yearly premium targets.
• Drive new business and policy issuance.
• Develop business through agents, advisors, direct channels, and other distribution partners.
• Monitor branch productivity and conversion ratios.

Team Management

• Recruit and onboard sales employees/advisors.
• Set targets and review individual performance.
• Coach the team on products, selling skills, and customer handling.
• Conduct regular sales meetings and performance reviews.

Branch Operations

• Ensure smooth day-to-day functioning of the branch.
• Coordinate with underwriting, operations, claims, finance, and other departments.
• Track pending proposals, renewals, persistency, and customer complaints.

Customer & Relationship Management

• Handle important/high-value customers when required.
• Ensure good customer experience and retention.
• Build relationships with local businesses and potential distribution partners.