Branch Manager - Agency Channel

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

Job summary

Kotak Life Insurance in India is seeking a role focused on HNI prospects and routine business development within the LA base, activation, and case sizing. You will monitor SM/RDM skill transitions, coach ABM/BRDM on gaps, and validate target setting for SMs/RDMs while reviewing advisor selections.

This position also requires driving plan execution and maintaining business health metrics such as persistency, commissions, product mix, and claims, with ongoing efforts to optimize growth across the

Responsibilities

• HNI prospects
• Routine business (LA base, Activation, Case Rate and Case Size) per SM/RDM
• Monitor SM/RDM transitions, validate skill transitions of SMs/RDMs and coach ABM/BRDM on gaps in SM/RDM development
• Discuss SM/RDM wise plan with 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

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.