Branch Manager - Life Insurance - Direct channel- Bangalore 10 lacs

Wego Consultants

Bengaluru

On-site

INR 800,000 - 1,200,000

Full time

14 days+

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Job summary

Wego Consultants Bengaluru seeks an experienced Sales Manager to lead and supervise a team, focusing on service-to-sales conversion and relationship management. You will drive productivity per executive and exceed revenue targets while ensuring compliance with company policies.

Role requires MBA or equivalent graduate qualifications and 5–7 years of experience in managing sales agents and DSAs, with a track record of delivering results in a fast-paced environment.

Qualifications

  • Minimum 5-7 years experience in managing Agents, Sales Reps/DSAs.
  • MBA preferred for the role.
  • Graduate with strong sales leadership and customer service focus.

Responsibilities

  • Identify, interview and select sales executives with HR support.
  • Meet productivity measures per unit: premium per executive, case rate, retention.
  • Exceed revenue targets and supervise field work with executives.
  • Conduct Fortnightly PRP to review performance.
  • Train executives to maximize business using the GOLD system.
  • Supervise daily activity plans to ensure target achievement.
  • Ensure compliance and 100% adherence to company rules.
  • Convert leads from telemarketing and respond to customer queries.
  • Assist in complaint resolution for policyholders.
  • Retain allocated client book and educate on products vs competition.

Skills

Sales leadership
People management
Relationship management
Team supervision

Education

MBA
Graduate degree

Job description

Is responsible for managing, developing & supervising the team with a key focus on Service to sales through relationship management, sales productivity-per-executive, thereby achieving sales & service targets.


Roles and Responsibilities

  • Identify, interview and select sales executives with support from HR.
  • To meet the following productivity measures for the unit: Premium per executive, case rate, persistency, retention and a high % of executives exceeding planned productivity standards
  • Exceed revenue targets
  • Undertake joint field work with executives and observe/demonstrate successful selling skills
  • Conduct Fortnightly performance review (PRP) with executives
  • Help executives use the GOLD system for maximizing business from a given target market
  • Supervise daily activity plan of all executives to ensure that these are being fulfilled as per the desired levels
  • Ensure that all executives under supervision perform 100% as per the companys rules and regulations wrt. Need based selling, Compliance and Customer service
  • Effectively manage, track and convert leads provided by the in-house telemarketing unit.
  • Engage with customers to provide quick response to customer queries, provide customer service.
  • Assist in Direct customer service policyholders complaint resolution.
  • Ensure retention of in his allocated book of relations.
  • Educate team/ prospects about products vis--vis products of competition to enable them in taking appropriate decisions

Desired Candidate Profile

  • Graduate preferably with an MBA
  • Minimum 5-7 years experience in managing Agents, Sales Reps/DSAs
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