Designation: Branch Head Channel: Agency Business Partner Key Accountabilities (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 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.
Designation: Branch Head Channel: Agency Business Partner Key Accountabilities (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 ...
Designation: Branch Head Channel: Agency Business Partner Key Accountabilities (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 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.
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