Branch Manager

World Vision Vivaan; Patna, Gorakhpur District, Ranchi; On-site; INR 600,000 - 1,200,000; Full time

Job summary

World Vision Vivaan in Patna seeks a Branch Manager to lead sales, drive policy issuance, and grow the business through agents and direct channels. You will oversee branch performance, operations, and customer experience.

The role demands strong leadership, coaching, and cross-functional collaboration with underwriting, operations, and finance to ensure smooth daily functions and sustained growth. This position offers hands-on responsibility with local partnerships and customer focus.

Qualifications

• Role requires strong sales leadership and team management skills.
• Experience in branch operations and customer handling.
• Ability to build relationships with agents and distribution partners.

Responsibilities

• Achieve premium targets monthly/quarterly/yearly.
• Drive new business and policy issuance.
• Develop business through agents, advisors, direct channels, and other 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 branch functioning.
• 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.