Branch Manager - Agency Channel

Kotak Life Insurance; Ambala; Sur place; INR 600 000 - 900 000; Plein temps

Résumé du poste

Kotak Life Insurance Ambala seeks an experienced planner to develop comprehensive plans for HNI prospects and routine business based on SM/RDM skills. The role includes monitoring skill transitions, coaching ABM/BRDM on gaps, and validating targets with ABM/BRDM.

Additionally, you will audit advisor selections monthly and ensure execution of plans while tracking business health metrics such as persistency, LA commission, product mix, claims, and ECS/SI performance.

Responsabilités

• 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.

Description du poste

Role & responsibil

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.