Branch Head - Valsad - DSF

Overview

This role involves leading a team of Agency Managers to drive advisor recruitment and support the Branch Head in transforming the branch into a profitable unit while meeting annual business goals.

Challenges

• Difficulty finding and retaining skilled Agency Managers and advisors.
• Low pass rates for advisor licensing exams and challenges securing exam dates.
• Market volatility affecting business outcomes.
• Month-end delays due to lengthy policy issuance processes including receipting, scanning, requirement fulfillment, and medical follow-ups.
• Limited infrastructure support.
• Ensuring all operations comply with regulatory and compliance standards.

Key Responsibilities

• Oversee recruitment and performance targets for assigned Agency Managers, ensuring quality hiring and achievement of recruitment, activation, policy issuance, and premium benchmarks.
• Safeguard profitability of advisors and the overall branch performance.
• Track advisor contests, clubs, and training needs.
• Share best sales practices and actively support agency managers during sales and recruitment efforts.
• Maintain sales reports covering introductions and issued business.
• Facilitate goal-setting exercises for the team to meet and exceed productivity targets, progressing them through development levels.
• Manage sales force attrition within benchmark limits and ensure high persistency by maintaining business quality.
• Build and sustain positive relationships internally among Agency Managers and departments, and externally through regular advisor engagement.
• Conduct regular visits to top advisors and communicate updates about new products, schemes, and clubs.
• Organize local sales promotions and innovative activities to boost business targets, including driving contests.
• Enforce risk management by ensuring adherence to company policies and conducting initial application screenings to introduce quality business.
• In the Branch Head's absence, handle administrative duties such as monitoring operational costs and resolving employee or client issues.
• Lead continuous on-the-job training, mentoring, supervision, and classroom sessions for team skill development, including job rotations to broaden exposure.