Branch Head - Agency Business Partner

Skywings Advisors Private Limited

Designation: Branch Head

Channel: Agency Business Partner

Key Accountabilities

 (A collection of duties and/or responsibilities assigned) Will manage team of 6-7 AABM and ABM on-role

employee Advisors and financial consultant

 Act as a mentor, coach for the team to drive Business/Sales Targets

 Enhance FC earnings based on vintage.

 Focusing on advisor and FC retention.

 Focus on Customer retention.

 Generate sales leads through Financial Consultants and advisors by upselling and cross selling of product

mix

 Bring in best practices to offer excellent experience while onboarding customers.

 Maximize sales productivity of the team and achieve sales targets

 Responsible for branch unit.

 Provide in-the-field support to direct reports by joining them on calls and providing coaching and

feedback based on performance

 Responsible for capacity building at branch level

 To emphasize on talent retention and managing attrition

 To maintain high morale and engagement levels of the teams by providing constructive feedback and

fostering right environment.

 Cross sell and up sell HDFC Life Insurance products based on the life cycle needs of the customers and as

defined by the organization.

 To periodically review the progress of direct reports and suggest corrective measures, if any

 Provides accurate forecasts, updates and requested reports to reporting manager

 Adhere to a proper business work ethic and create a similar expectation of direct reports/peers

 Ensure high quality and high persistency of business generated to support long-term profitability of the

company

 Provide feedback and suggestions on initiatives/ changes required in branch operations.

• Experience

  4 - 7 Years

• No. of Openings

  8

• Education

  Any Bachelor Degree

• Role

  Branch Head

• Industry Type

  Insurance / Claims

• Gender

  [ Male / Female ]

• Job Country

  India

• Type of Job

  Full Time

• Work Location Type

  Work from Office

• Face interview location

  India