Branch Manager

Job Title: Branch Manager

Job Summary:

We are seeking a highly skilled and experienced Branch Manager to join our team at Tata AIA Life Insurance. As a Branch Manager, you will be responsible for achieving business targets for the branch through building a sustainable and productive distribution force.

Key Responsibilities:

• Manage smooth business functioning and successful implementation of various tactical and strategic business initiatives.
• Effectively manage sales managers in the office, leading to creation of a cohesive business unit along with other functional representatives in the branch.
• Manage a team of business associate managers and business associates.
• Drive distribution engagement through choreography and training.
• Work on cross sell and upsell campaigns and drive distribution for maximizing sales.
• Ability to track local competition and align monthly business activities to achieve sales objectives.
• Drive productivities of employees and distribution.

Organizational Relationships:

Reports To: Cluster Head

Supervises: Business Associates Managers

Job Dimensions:

Geographic Area Covered:

Internal Stakeholders:

Business Associates Managers, Agency Sales Training, Branch Operations, Distribution Operations

External:

Business Associates/Advisors/Customers

Key Result Areas:

Organization Process:

Key Contributions:

Strategic Business Development:

• Identify potential catchments areas and develop distribution in them.
• Build Distribution through business associates.

Business Development:

• Drive recruitment of BAs through the BAMs.
• Drive recruitment initiatives through activities and through BAs Drive Growth in Distribution through NAAFs, NLAs and New BAs.
• Drive growth in business through Agent Activity, Case Size and Case Rate of the branches individually and the Region as a whole.

Team Management:

• Coach, Train and support the reporting Managers.
• Monitor and review their performance.
• Lead by example in all spheres and direction setting.
• Review and track the growth of managers to ensure that they achieve their individual budget.
• Maintain utmost levels of responsiveness to requirements from the Cluster Head/ DOAs and National Head.

Ensure Compliance:

• Ensure compliance to internal sales process & other compliance standards.

MIS & Reporting:

• Maintain required trackers & reports to be submitted to various stakeholders.

Risk:

• Participate in risk mitigation plans, contingency planning, business continuity programs by executing and reporting within defined timelines. Highlight and recommend process gaps, flaws and process changes.

Skills Required:

Technical:

• Product/Subject matter expertise
• Team Management skills
• Mentoring skills
• Business perspective & planning
• Performance Management skills
• Insurance industry awareness
• Interviewing skills
• Self management
• Problem solving skills
• Peer level co-ordination and influencing skills

Behavioral:

Essential:

Desired:

Interpersonal skills:

Communication skills: