Branch Manager

2 - 7 years

5 - 7 Lacs

Posted:Just now| Platform: Naukri logo

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Job Type

Full Time

Job Description

Position Title

Role Summary

Key Responsibilities

  • Achieve branch business targets across all product lines with a strong focus on Life Insurance.
  • Lead, mentor, and motivate branch staff and advisors to deliver sustained performance.
  • Drive cross-selling initiatives and portfolio diversification as per defined allocation.
  • Ensure adherence to IRDAI, AMFI, and internal compliance guidelines.
  • Monitor persistency, renewals, and customer satisfaction at the branch level.
  • Prepare MIS reports and contribute to strategic planning for the region.
  • Recruit and Train the team of BDE & BDM
  • Drive productivity parameters at a Branch level
  • Work with the team of BDE & BDM towards formulation of Sales Strategy including activation of Business associates

Qualifications

  • Graduate/Postgraduate in Finance, Marketing, or related field.
  • 4-7 years of relevant experience in Life Insurance/Banking/Financial Services.
  • 1-2 years in a managerial role with team Management exposure.
  • Relevant certifications (IRDAI, AMFI/NISM) would be helpful & relevant.

Key Competencies

  • Strong business acumen and result orientation.
  • Leadership and people development skills.
  • Excellent customer engagement and cross-selling ability.
  • Compliance and risk management orientation.

Interested candidates can mail their resumes at monika.arora@upgrad.com for more details.

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