36 Office Head Jobs - Page 2

Responsible for o Revenue targets of the unit o Productivity of the unit o Recruit, coach and develop Sales Managers and Agent Advisors o Adherence to Customer service standards KEY RESPONSIBILITIES Meet unit targets Achieve revenue targets Ensure implementation of GOLD system Supervise the activity plan of Sales Managers & Agents to ensure that these are fulfilled as per the desired standards Ensure that all Sales Managers and Agents under supervision perform as per the company s rules and regulations Track productivity measures as for the unit AFYP Case rate Annual mode business Persistency Paid cases per agent YTD appointments SM appointments Pro active agent retention Annual FYC standards Execute plans for growth of the agency Identify, interview and select new Sales Managers from natural market and by networking Ensure adherence to laid down sales and service standards for Sales Managers Conduct weekly performance review and planning (PRP) for Sales Managers Ensure retention of Sales Managers by formulating their development plans, meeting their training needs and communicating with them on a regular basis Build leadership pipeline of future SMs & APs from the unit. OTHER RESPONSIBILITIES HO co-ordination Sales promotion activities Assist in overall running of the G.O MEASURES OF SUCCESS CGPA AFYP Case Rate Recruitment Retention Persistency GOLD Audit Rating Active Retention Number of promotions MINIMUM EDUCATION Graduate preferably with an MBA MINIMUM/SPECIFIC EXPERIENCE Graduate preferably with an MBA If MBA, minimum of 6 years of experience in sales and sales management, recruitment, supervision and development of people. A graduate should have a minimum of 8-10 years of experience in the above domain. Should have local market exposure and experience in process driven, quality sales organizations Graduate preferably with an MBA

o Revenue targets of the unit o Productivity of the unit o Recruit, coach and develop Sales Managers and Agent Advisors o Adherence to Customer service standards KEY RESPONSIBILITIES Meet unit targets Achieve revenue targets Ensure implementation of GOLD system Supervise the activity plan of Sales Managers & Agents to ensure that these are fulfilled as per the desired standards Ensure that all Sales Managers and Agents under supervision perform as per the company s rules and regulations Track productivity measures as for the unit AFYP Case rate Annual mode business Persistency Paid cases per agent YTD appointments SM appointments Pro active agent retention Annual FYC standards Execute plans for growth of the agency Identify, interview and select new Sales Managers from natural market and by networking Ensure adherence to laid down sales and service standards for Sales Managers Conduct weekly performance review and planning (PRP) for Sales Managers Ensure retention of Sales Managers by formulating their development plans, meeting their training needs and communicating with them on a regular basis Build leadership pipeline of future SMs & APs from the unit. OTHER RESPONSIBILITIES HO co-ordination Sales promotion activities Assist in overall running of the G.O MEASURES OF SUCCESS CGPA AFYP Case Rate Recruitment Retention Persistency GOLD Audit Rating Active Retention Number of promotions MINIMUM EDUCATION Graduate preferably with an MBA MINIMUM/SPECIFIC EXPERIENCE Graduate preferably with an MBA If MBA, minimum of 6 years of experience in sales and sales management, recruitment, supervision and development of people. A graduate should have a minimum of 8-10 years of experience in the above domain. Should have local market exposure

Revenue targets of the unit Productivity of the unit Recruit, coach and develop ADMs and Agent Advisors Adherence to Customer service standards Key Responsibilities/ Key Deliverables Meet unit targets Achieve revenue targets Ensure FLS meeting WFYP Standards Supervise the activity plan of Sales Ensure that all ADMs and Agents under supervision perform as per the company s rules and regulations Track productivity measures as for the unit YTD WFYP and GPA Encourage Protection Sales and Cross-Sell Augmenting MTD Active Agent Recruitment & Sales Calls traction at ADM level Agent and ADM retention Maintaining 13th & 25th Month Persistency at 88% Execute plans for growth of the agency Identify, interview and select new ADMs from natural market and by networking Ensure adherence to laid down sales and service standards for ADMs Conduct weekly performance review and planning (PRP) for ADMs Ensure retention of ADMs by formulating their development plans, meeting their training needs and communicating with them on a regular basis Other responsibilities HO co-ordination Sales promotion activities Assist in overall running of the Office Strong Relationship Building and Cross-Functional Collaboration Measures of Success Achievement of business plan & GPA Recruitment / Development & Activisation of ADM as per plan Over All ADM meeting WFYP stds New ADM Success in the Unit ADM retention Number of EC/MDRT Qualifiers Educational Background Graduate preferably with an MBA Work Experience If MBA, minimum of 6 years of experience in sales and sales management, recruitment, supervision and development of people A graduate should have a minimum of 7-8 years of experience in the Insurance Industry Should have local market exposure and experience in process driven, quality sales organizations

Job Description Job Title Branch Manager Location Dhanbad Department Agency Function Agency Reporting to Sr.Partner Office Head Band 4A Channel Summary The agency channel refers to a distribution method where insurance products are sold through agents. These agents act as intermediaries between the insurance company and customers, facilitating the sale of policies, providing customer support, and offering advisory services. This initiative is expected to improve customer experience especially in markets where customers prefer human interaction. It also supports customer in a) Resolving policy service need b) Renewal collection to resolve policy holder s service needs, Cross sale opportunity Job Summary Responsible for productivity of the Branch Office and for recruitment and development of FLS Business Development Managers Key Responsibilities/ Key Deliverables To meet the revenue targets for the GO Self Unit To track the productivity measures as per the GPA Premium per agent, case rate, persistency Paid cases per agent, YTD appointments, Retention Rate and annual FYC standards. Business Development Managers Adhere to Business Development Managers linked sales and service standards Conduct weekly performance review (PRP) for Business Development Managers To ensure retention of Business Development Managers by formulating their development plans, meeting their training needs and communicating with them on a regular basis. To meet rural and social policy targets Help Business Development Managers use the AWS system for maximizing business from a given target market. Supervise the activity plan of Business Development Managers & Agents to ensure that these are fulfilled as per the desired standards. To ensure that all Business Development Managers and Agents under supervision perform as per the company s rules and regulations. Measures of Success Recruitment of Top Advisors/Financial Distributors from competition Achievement of planned sales volume in the assigned territory Top Advisor Productivity & Retention Manager Retention Audit observations Quality of Business Key Relationships (Internal / External) HO co-ordination Sales promotion activities overall running of the Office Job Description Job Title Branch Manager Location Dhanbad Department Agency Function Agency Reporting to Sr.Partner Office Head Band 4A Channel Summary The agency channel refers to a distribution method where insurance products are sold through agents. These agents act as intermediaries between the insurance company and customers, facilitating the sale of policies, providing customer support, and offering advisory services. This initiative is expected to improve customer experience especially in markets where customers prefer human interaction. It also supports customer in a) Resolving policy service need b) Renewal collection to resolve policy holder s service needs, Cross sale opportunity Job Summary Responsible for productivity of the Branch Office and for recruitment and development of FLS Business Development Managers Key Responsibilities/ Key Deliverables To meet the revenue targets for the GO Self Unit To track the productivity measures as per the GPA Premium per agent, case rate, persistency Paid cases per agent, YTD appointments, Retention Rate and annual FYC standards. Business Development Managers Adhere to Business Development Managers linked sales and service standards Conduct weekly performance review (PRP) for Business Development Managers To ensure retention of Business Development Managers by formulating their development plans, meeting their training needs and communicating with them on a regular basis. To meet rural and social policy targets Help Business Development Managers use the AWS system for maximizing business from a given target market. Supervise the activity plan of Business Development Managers & Agents to ensure that these are fulfilled as per the desired standards. To ensure that all Business Development Managers and Agents under supervision perform as per the company s rules and regulations. Measures of Success Recruitment of Top Advisors/Financial Distributors from competition Achievement of planned sales volume in the assigned territory Top Advisor Productivity & Retention Manager Retention Audit observations Quality of Business Key Relationships (Internal / External) HO co-ordination Sales promotion activities overall running of the Office

Job Description Job Title Partner- Office Head Location Kolkata Greenfield Department Agency Function Agency Reporting to Regional Manager Band 3 Channel Summary The agency channel refers to a distribution method where insurance products are sold through agents. These agents act as intermediaries between the insurance company and customers, facilitating the sale of policies, providing customer support, and offering advisory services. This initiative is expected to improve customer experience especially in markets where customers prefer human interaction. It also supports customer in a) Resolving policy service need b) Renewal collection to resolve policy holder s service needs, Cross sale opportunity Job Summary Responsible for productivity of the Branch Office and for recruitment and development of FLS Business Development Managers Key Responsibilities/ Key Deliverables To meet the revenue targets for the GO To track the productivity measures as per the GPA Premium per agent, case rate, persistency Paid cases per agent, YTD appointments, Retention Rate and annual FYC standards. Business Development Managers Adhere to Business Development Managers linked sales and service standards Conduct weekly performance review (PRP) for Business Development Managers To ensure retention of Business Development Managers by formulating their development plans, meeting their training needs and communicating with them on a regular basis. To meet rural and social policy targets Help Business Development Managers use the AWS system for maximizing business from a given target market. Supervise the activity plan of Business Development Managers & Agents to ensure that these are fulfilled as per the desired standards. To ensure that all Business Development Managers and Agents under supervision perform as per the company s rules and regulations. Measures of Success Recruitment of Top Advisors/Financial Distributors from competition Achievement of planned sales volume in the assigned territory Top Advisor Productivity & Retention Manager Retention Audit observations Quality of Business Key Relationships (Internal / External) HO co-ordination Sales promotion activities overall running of the Office About Max Life Insurance Max Life Insurance Company Limited is a Joint Venture between Max Financial Services Limited and Axis Bank Limited. Max Financial Services Ltd. is a part of the Max Group, an Indian multi business corporation. Max Life offers comprehensive protection and long-term savings life insurance solutions, through its multichannel distribution including agency and third party distribution partners. Max Life has built its operations over almost two decades through need-based sales process, a customer-centric approach to engagement and service delivery and trained human capital. As per public disclosures, during the financial year 2019-20, Max Life achieved gross written premium of Rs. 16,184 crore. As on 31st March 2020, the Company had Rs. 68,471 crore of assets under management (AUM) and a Sum Assured in Force of Rs. 913,660 crore. For more information, please visit the Companys website a t www.maxlifeinsurance.com We Stand for Caring A compassionate leader who demonstrates appreciation for diversity in thoughts and approach towards people as well initiatives, eliminates biases to promote meritocracy. A coach who inspires people to excel and sets a culture of high performance. Collaboration A boundary-less leader who is capable of identifying & leveraging expertise of team members for superlative outcomes, thus, delivers to the organization s ask. A leader who addresses challenges with a solution oriented approach to create win-win partnerships within & outside teams through inspired cooperation and teamwork. Customer Obession A leader who embodies Customer and keeps him at the core of all deliverables. Proactively anticipate customer needs and implement strategies to provide best in class customer experience. Growth Mindset An ambitious leader who can sponsor game changing ideas and rally the team to turn them into a reality. A leader who challenges the status quo, takes bold & creative actions to manage complex issues & achieve high impact goals by pushing self and others and raise the bar on performance. People Leadership A people s leader who inspires their teams to stretch themselves and achieve their true potential. A leader who create leaders by coaching, empowering & motivating them to deliver superior business outcomes.

JOB DESCRIPTION Job Code Job Title Branch Manager Band 4A Reporting To Office Head Grade - Senior Manager Department Agency JOB SUMMARY Responsible for o Revenue targets of the unit o Productivity of the unit o Recruit, coach and develop Sales Managers and Agent Advisors o Adherence to Customer service standards KEY RESPONSIBILITIES Meet unit targets Achieve revenue targets Ensure implementation of GOLD system Supervise the activity plan of Sales Managers & Agents to ensure that these are fulfilled as per the desired standards Ensure that all Sales Managers and Agents under supervision perform as per the company s rules and regulations Track productivity measures as for the unit AFYP Case rate Annual mode business Persistency Paid cases per agent YTD appointments SM appointments Pro active agent retention Annual FYC standards Execute plans for growth of the agency Identify, interview and select new Sales Managers from natural market and by networking Ensure adherence to laid down sales and service standards for Sales Managers Conduct weekly performance review and planning (PRP) for Sales Managers Ensure retention of Sales Managers by formulating their development plans, meeting their training needs and communicating with them on a regular basis Build leadership pipeline of future SMs & APs from the unit. OTHER RESPONSIBILITIES HO co-ordination Sales promotion activities Assist in overall running of the G.O MEASURES OF SUCCESS CGPA AFYP Case Rate Recruitment Retention Persistency GOLD Audit Rating Active Retention Number of promotions MINIMUM EDUCATION Graduate preferably with an MBA MINIMUM/SPECIFIC EXPERIENCE Graduate preferably with an MBA If MBA, minimum of 6 years of experience in sales and sales management, recruitment, supervision and development of people. A graduate should have a minimum of 8-10 years of experience in the above domain. Should have local market exposure and experience in process driven, quality sales organizations Graduate JOB DESCRIPTION Job Code Job Title Branch Manager Band 4A Reporting To Office Head Grade - Senior Manager Department Agency JOB SUMMARY Responsible for o Revenue targets of the unit o Productivity of the unit o Recruit, coach and develop Sales Managers and Agent Advisors o Adherence to Customer service standards KEY RESPONSIBILITIES Meet unit targets Achieve revenue targets Ensure implementation of GOLD system Supervise the activity plan of Sales Managers & Agents to ensure that these are fulfilled as per the desired standards Ensure that all Sales Managers and Agents under supervision perform as per the company s rules and regulations Track productivity measures as for the unit AFYP Case rate Annual mode business Persistency Paid cases per agent YTD appointments SM appointments Pro active agent retention Annual FYC standards Execute plans for growth of the agency Identify, interview and select new Sales Managers from natural market and by networking Ensure adherence to laid down sales and service standards for Sales Managers Conduct weekly performance review and planning (PRP) for Sales Managers Ensure retention of Sales Managers by formulating their development plans, meeting their training needs and communicating with them on a regular basis Build leadership pipeline of future SMs & APs from the unit. OTHER RESPONSIBILITIES HO co-ordination Sales promotion activities Assist in overall running of the G.O MEASURES OF SUCCESS CGPA AFYP Case Rate Recruitment Retention Persistency GOLD Audit Rating Active Retention Number of promotions MINIMUM EDUCATION Graduate preferably with an MBA MINIMUM/SPECIFIC EXPERIENCE Graduate preferably with an MBA If MBA, minimum of 6 years of experience in sales and sales management, recruitment, supervision and development of people. A graduate should have a minimum of 8-10 years of experience in the above domain. Should have local market exposure and experience in process driven, quality sales organizations Graduate

o Revenue targets of the unit o Productivity of the unit o Recruit, coach and develop Sales Managers and Agent Advisors o Adherence to Customer service standards KEY RESPONSIBILITIES Meet unit targets Achieve revenue targets Ensure implementation of GOLD system Supervise the activity plan of Sales Managers & Agents to ensure that these are fulfilled as per the desired standards Ensure that all Sales Managers and Agents under supervision perform as per the company s rules and regulations Track productivity measures as for the unit AFYP Case rate Annual mode business Persistency Paid cases per agent YTD appointments SM appointments Pro active agent retention Annual FYC standards Execute plans for growth of the agency Identify, interview and select new Sales Managers from natural market and by networking Ensure adherence to laid down sales and service standards for Sales Managers Conduct weekly performance review and planning (PRP) for Sales Managers Ensure retention of Sales Managers by formulating their development plans, meeting their training needs and communicating with them on a regular basis Build leadership pipeline of future SMs & APs from the unit. OTHER RESPONSIBILITIES HO co-ordination Sales promotion activities Assist in overall running of the G.O MEASURES OF SUCCESS CGPA AFYP Case Rate Recruitment Retention Persistency GOLD Audit Rating Active Retention Number of promotions MINIMUM EDUCATION Graduate preferably with an MBA MINIMUM/SPECIFIC EXPERIENCE Graduate preferably with an MBA If MBA, minimum of 6 years of experience in sales and sales management, recruitment, supervision and development of people. A graduate should have a minimum of 7-8 years of experience in the above domain. Should have local market exposure and experience in process driven, quality sales organizations Graduate preferably with an MBA

As the Office Head – Agency Channel , you will lead the agency office's performance by driving sales through recruitment, development, and activation of high-performing agents and leaders. This leadership role involves executing the agency model.

To meet the revenue targets for the Branch To track the productivity measures as per the GPA Premium per agent , case rate , persistency, Paid cases per agent , CSG Calls , Retention Rate and annual WFYPstandards. To identify ,interview and select new Agency Development Managers Conduct weekly performance review (PRP) for ADMs

Meet unit targets Achieve revenue targets Ensure implementation of GOLD system Supervise the activity plan of Sales Managers & Agents to ensure that these are fulfilled as per the desired standards Ensure that all Sales Managers and Agents under supervision perform as per the company s rules and regulations Track productivity measures as for the unit AFYP Case rate Annual mode business Persistency Paid cases per agent YTD appointments SM appointments Pro active agent retention Annual FYC standards Execute plans for growth of the agency Identify, interview and select new Sales Managers from natural market and by networking Ensure adherence to laid down sales and service standards for Sales Managers Conduct weekly performance review and planning (PRP) for Sales Managers Ensure retention of Sales Managers by formulating their development plans, meeting their training needs and communicating with them on a regular basis Build leadership pipeline of future SMs & APs from the unit OTHER RESPONSIBILITIES HO co-ordination Sales promotion activities Assist in overall running of the G O MEASURES OF SUCCESS CGPA AFYP Case Rate Recruitment Retention Persistency GOLD Audit Rating Active Retention Number of promotions MINIMUM EDUCATION Graduate preferably with an MBA MINIMUM/SPECIFIC EXPERIENCE Graduate preferably with an MBA If MBA, minimum of 6 years of experience in sales and sales management, recruitment, supervision and development of people A graduate should have a minimum of 7-8 years of experience in the above domain Should have local market exposure and experience in process driven, quality sales organizations Graduate preferably with an

India's Leading Life Insurance Company is seeking an experienced and dynamic Branch Manager for its Agency Vertical to lead and manage the branch operations, drive sales targets, and build a high-performing team of insurance advisors. The ideal candidate will bring extensive expertise in life insurance sales, a proven track record of achieving business goals, and strong leadership skills to inspire and manage teams effectively. Job Roles and Responsibilities: Achieve branch sales targets by driving recruitment, activation, and productivity of insurance advisors. Identify and tap into new market opportunities to expand the agency network and customer base. Recruit, train, and mentor a team of agency partners and insurance advisors to ensure consistent performance. Conduct regular performance reviews, set individual goals, and provide ongoing coaching to enhance team productivity. Develop and implement strategies to grow the agency vertical within the branch, ensuring alignment with company objectives. Build strong relationships with agency partners and ensure their adherence to company policies and regulatory guidelines. Oversee customer acquisition and retention strategies to ensure high levels of customer satisfaction. Organize and facilitate training programs for agency partners and advisors to enhance product knowledge and sales skills. Stay updated on industry trends, competitor offerings, and new product launches to keep the team competitive. Candidate Requirements: Minimum 7+ years of experience in life insurance sales, preferably in the Agency Vertical. At least 1+ years of proven experience in team management and team handling. Demonstrated achievement of INR 1+ Crore business in previous organizations. Strong expertise in life insurance products, sales strategies, and agency channel models. Excellent leadership, communication, and interpersonal skills. Info ::- avanik@tekpillar.com 8200421048