Branch Manager (Direct Sales Channel)

The Branch Manager - Direct Sales will be responsible for offering customized insurance solutions to customers to meet their financial needs, acting as the interface between the customer and the company.

Key Responsibilities:

• Direct Sales:

  • Conduct direct sales activities by meeting customers through scheduled appointments at their offices or homes.
  • Ensure that leads and appointments allocated by the call center are attended to promptly, resulting in revenue generation.

• Target Achievement:

  • Achieve self-sourcing targets by generating leads independently and closing sales.
  • Ensure business reporting, including daily updates on sales calls, lead utilization, and conversion rates in the LMS (Lead Management System).

• Team Management:

  • Recruit Field Sales Executives (FLS) to ensure capacity utilization and expand the team.
  • Allocate, track, and ensure the closure of leads generated by the call center.
  • Drive various Rewards & Recognition (R&R) initiatives at the team level.
  • Provide coaching and support for FLS through joint sales calls to enhance their performance.

Specific Authorities:

Financial & Non-Financial: Not Applicable

Key Performance Indicators:

• New Business Target Achievement: 100%
• Renewal Business: 85%

Functional Competencies:

• Knowledge of Financial Markets: Understanding of market dynamics to better serve customers' financial needs.
• Sales Process Implementation: Ability to implement and follow a structured sales process.
• Business Planning: Capability to plan and execute business strategies to meet sales targets.
• Competition Benchmarking: Awareness of competitor products and positioning to offer competitive solutions.

Behavioral Competencies:

• Anticipate and Leverage Business Opportunities: Proactively identify and capitalize on potential business opportunities.
• Build Customer Relationships: Establish and maintain strong customer relationships to drive business growth.
• Customer Orientation: Demonstrate a deep understanding of customer needs and focus on customer satisfaction.
• Take Accountability for Results: Display ownership and responsibility for meeting sales targets and delivering results.

Key Interactions:

• Internal:

  • Branch Operations: Coordinate for business logins and manage policy details.
  • IT - Application: Collaborate with IT on LMS-related operational requirements for affiliate campaigns.

• External: Not specified in this role.

Additional Responsibilities:

• Reporting Team:
  • Reporting Designation: Area Sales Head - Direct Sales (700035)
  • Reporting Department: Direct Sales (000603)