Branch Head

1. Sales (just and example)

• Responsible to drive business through sales manager/Insurance consultants and to ensure branch meet its monthly/quarterly & annual business targets.
• Help, assist and guide sales managers & Insurance consultants to procure necessary business.
• Training & Development of Sales Managers & Insurance Consultant to ensure sales team in fully equipped with Company products, compensation, market/industry updates.
• Plan and execute activities/strategies which can improve business.
• Responsible for constant recruitment of Insurance Consultant by coordinating with Sales Managers.
• Ensure Sales Managers budget is full filled and everyone achieves goal sheet.

2. Sales review

• Monitor and review the sales performance on daily/weekly/Fortnightly/Monthly basis.
• Regular IC/SM meeting to understand hits and misses at appropriate frequency.
• Daily call monitoring of Sales Managers and doing joint calls for smooth execution of business.

3. Support & Service

• To ensure all support/service is rendered to the customer by coordinating with HO/Regional departments and maintain fair & good relationship with the customers.
• Responsible to implement new changes/process implementing by the organization to the team.
• Ensure customer complaints/grievance are addressed.

4. Team Building

• Ensure Sales Managers budget is full filled by coordinating with HR.
• Ensure team members achieve their goal sheet and support them for career development.
• Facilitating constant rewards & recognition for team members.

1. MAJOR CHALLENGES

(Challenges faced on an on-going basis in carrying out the job)

• Attrition of Sales Managers
• New Sales Manager recruitments.

2. DECISIONS

(Key decisions taken by job holder at his/her end)

FOS and IC recruitment

3. INTERACTIONS

(Key working relationships a job holder needs to have INSIDE and OUTSIDE the company to accomplish the job)

Internal Clients

Roles you need to interact with inside the organization to enable success in your day to day work

• Operations: To ensure policy servicing and Customer Grievances.
• Human Resources: For Recruitment support, Employee hygiene issues.
• Training: For new joinee induction/Product Training to ICs & Sales Managers.
• Sales Admin- For IC competition benefits.
• Underwriting : For issuances of cases

External Clients

Roles you need to interact with outside the organization to enable success in your day to day work

• Customers
• IC’s

4. DIMENSIONS

(Key numerical data which will reflect the scope and scale of activities concerning this job)

Financial Dimensions (FY 18)

(These should be quantifiable numerical amounts)

Other Dimensions (FY 18)

(Significant volume dimensions associated with the job)

• Total Team Size: 10
• Number of Direct Reports: 8
• Number of Outsourced employees:0

5. SKILLS AND KNOWLEDGE

(Minimum acceptable proficiency for this job which best indicates the education and/or experience requirements of this job and not the incumbent)Role & responsibilities

Preferred candidate profile

Perks and benefits