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To lead the assigned branch by effective planning & management of resources and ensuring achievement of agreed business targets through effective sales strategies to help the branch lead in terms of market share and brand equity in a cost effective manner.
Job Context: To lead the assigned branch by effective planning & management of resources and ensuring achievement of agreed business targets through effective sales strategies to help the branch lead in terms of market share and brand equity in a cost effective manner.
Job Challenges: • Performing despite unethical market practices prevailing in the market
• Retention of the Quality Sales Force owing to stiff competition
• Ensuring the quality of new advisors who are being introduced in to the system because it’s practically not possible to meet each and every advisor getting recruited.
• Equipping the new advisors with proper knowledge owing to poor turnout in training programs
| KRA (Accountabilities) (Max 1325 Characters) | Supporting Actions (Max 1325 Characters) | |
|---|---|---|
| KRA1 | Plan sales strategies and achieve branch business targets in terms of number of agents, productivity, new premium, persistency of business. | 1. Scan the market for emerging opportunities, the presence of competition etc and plans for the progress of his branch in consultation with HO 2. Ensure strategies include effective product mix, tapping of potential customers, contests and delivery of investment advisory to customers. 3. Ensure implementation of the plans & monitor same to ensure success |
| KRA10 | Plan sales strategies and achieve branch business targets in terms of number of agents, productivity, new premium, persistency of business. | 1. Scan the market for emerging opportunities, the presence of competition etc and plans for the progress of his branch in consultation with HO 2. Ensure strategies include effective product mix, tapping of potential customers, contests and delivery of investment advisory to customers. 3. Ensure implementation of the plans & monitor same to ensure success |
| KRA11 | Promote productivity of the field force through effective people management. | 1. Ensure regular training of advisors and provide latest input given by company to them. 2. Discuss with them the promotional infrastructure decided by company and have review of their progress in terms of competition, activisation and club membership. 3. Establish good working habits for the force, undertake productivity improvement drives, organize specialized training programs etc. |
| KRA12 | Ensuring persistency of the business in order to ensure enhance business goals. | 1. By doing random quality checks on the business sourced to maintain desired persistency levels. 2. Ensure post sales servicing are through in order to retain customers. |
| KRA13 | Inculcate a culture of financial discipline in the branch to have well control on revenue. | 1. Ensure that strict control is maintained on the cash transactions in the branch. 2. Ensure that budget is maintained on all capital and operating expenses incurred. |
| KRA14 | Ensure 100 % compliance in order to smooth running of the operation and enhance the productivity in the assigned branch. | 1. Monitor process adherence at the branch 2. Provide regular update to the sales force /operation staff regarding changes in the Underwriting /IRDA Guidelines as well as Sales Process from time to time. |
| KRA15 | Drive sales promotional activities in order to achieve the business numbers. | 1. Initiate and ensure implementation of different activities to promote sales & recruitment. 2. Liaise with the concerned HO teams to drive central initiatives 3. Ensure adequate promotional effort is delivered to existing and potential customers. |
| KRA16 | Recommend product and process improvement to the company to enhance efficiencies and customer satisfaction. | 1. Evaluate customer response to our products, services, processes and people and suggest innovations/ improvements/ changes in these areas. |
| KRA17 | Ensure effective administration of the branch to sustain smooth functioning and operations in a cost effective way. | 1. Ensure that the general administration of the branch is as per requirement |
| KRA18 | Team Management | 1. Ensure through continuous on the job training, skill enhancement of team 2. Mentor, supervise and coach the team. 3. Provide for on the job as well as classroom training for skill enhancement 4. Ensure periodic job rotation to give a higher exposure to the team members on all aspects. |
| KRA2 | Promote productivity of the field force through effective people management. | 1. Ensure regular training of advisors and provide latest input given by company to them. 2. Discuss with them the promotional infrastructure decided by company and have review of their progress in terms of competition, activisation and club membership. 3. Establish good working habits for the force, undertake productivity improvement drives, organize specialized training programs etc. |
| KRA3 | Ensuring persistency of the business in order to ensure enhance business goals. | 1. By doing random quality checks on the business sourced to maintain desired persistency levels. 2. Ensure post sales servicing are through in order to retain customers. |
| KRA4 | Inculcate a culture of financial discipline in the branch to have well control on revenue. | 1. Ensure that strict control is maintained on the cash transactions in the branch. 2. Ensure that budget is maintained on all capital and operating expenses incurred. |
| KRA5 | Ensure 100 % compliance in order to smooth running of the operation and enhance the productivity in the assigned branch. | 1. Monitor process adherence at the branch 2. Provide regular update to the sales force /operation staff regarding changes in the Underwriting /IRDA Guidelines as well as Sales Process from time to time. |
| KRA6 | Drive sales promotional activities in order to achieve the business numbers. | 1. Initiate and ensure implementation of different activities to promote sales & recruitment. 2. Liaise with the concerned HO teams to drive central initiatives 3. Ensure adequate promotional effort is delivered to existing and potential customers. |
| KRA7 | Recommend product and process improvement to the company to enhance efficiencies and customer satisfaction. | 1. Evaluate customer response to our products, services, processes and people and suggest innovations/ improvements/ changes in these areas. |
| KRA8 | Ensure effective administration of the branch to sustain smooth functioning and operations in a cost effective way. | 1. Ensure that the general administration of the branch is as per requirement |
| KRA9 | Team Management | 1. Ensure through continuous on the job training, skill enhancement of team 2. Mentor, supervise and coach the team. 3. Provide for on the job as well as classroom training for skill enhancement 4. Ensure periodic job rotation to give a higher exposure to the team members on all aspects. |
Eligibility typically includes the qualifications and experience outlined in the job description above, with around 8-15 Years years of relevant experience expected for this role.
The key responsibilities for this role are detailed in the Key Responsibilities section above, covering the core duties expected of a Branch Manager _DSF at Aditya Birla Group.
This role requires around 8-15 Years years of relevant experience, as specified in the job listing. Please refer to the Qualifications & Experience section above for full details.
Skills relevant to this position are outlined in the Qualifications & Experience section above. In general, strong communication, domain knowledge, and the ability to meet role-specific targets are valued across similar BFSI positions.
You can apply directly using the Apply Now button on this page, which will take you to Aditya Birla Group's application process for this role.