Branch Head / Area Head

Contact : Kirthirajan - 9840492525

Role & responsibilities

• (A collection of duties and/or responsibilities assigned) Will manage team of 6-7 AABM and ABM on-role employee Advisors and financial consultant
• Act as a mentor, coach for the team to drive Business/Sales Targets
• Enhance FC earnings based on vintage.
• Focusing on advisor and FC retention.
• Focus on Customer retention.
• Generate sales leads through Financial Consultants and advisors by upselling and cross selling of product mix
• Bring in best practices to offer excellent experience while onboarding customers.
• Maximize sales productivity of the team and achieve sales targets
• Responsible for branch unit.
• Provide in-the-field support to direct reports by joining them on calls and providing coaching and feedback based on performance
• Responsible for capacity building at branch level
• To emphasize on talent retention and managing attrition
• To maintain high morale and engagement levels of the teams by providing constructive feedback and fostering right environment.
• Cross sell and up sell HDFC Life Insurance products based on the life cycle needs of the customers and as defined by the organization.
• To periodically review the progress of direct reports and suggest corrective measures, if any
• Provides accurate forecasts, updates and requested reports to reporting manager
• Adhere to a proper business work ethic and create a similar expectation of direct reports/peers • Ensure high quality and high persistency of business generated to support long-term profitability of the company
• Provide feedback and suggestions on initiatives/ changes required in branch operations.

Preferred candidate profile

• 8 to 15 years of work experience in sales with at least 6 years+ experience in Life Insurance.

• Demonstrate competence in management, networking, target marketing to specific prospects

• Experience in training, managing, mentoring and evaluating direct sales reports as assigned in a services industry

• Coaching, collaboration, influencing and negotiation skills.

• Should be mobile savvy and must carry an android phone.

Note : Candidate should have consistency in his/her stint.