Branch Manager - Agency Channel

Kotak Life Insurance; Indore District; On-site; INR 600,000 - 900,000; Full time

Job summary

Kotak Life Insurance seeks a seasoned professional to develop and monitor plans for HNI prospects and routine business. You will guide SMs and RDMs on skill transitions, review plans with ABM/BRDM, and conduct monthly audits to ensure execution and business health metrics are maintained.

The role emphasizes strategic planning, coaching, and performance management across distribution teams to drive consistent sales outcomes.

Responsibilities

• HNI prospects.
• Routine business (LA base, Activation, Case Rate and Case Size) based on SM/RDM skills.
• Monitor SM/RDM skill transitions and coach ABM/BRDM on gaps in SM/RDM development.
• Discuss SM/RDM plans with ABM/BRDM based on current conversion ratios and validate target setting for SMs/RDMs.
• Monitor Advisor selection through a monthly audit of random LA selections/ABM/BRDM.
• 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.

Job description

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.