Chat us
Call us
Position purpose
To lead the assigned branch by effective planning & management of resources and making sure 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.
Position context & Key challenges
Position context: To lead the assigned branch by effective planning & management of resources and making sure 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: • Carrying out despite unethical market practices prevailing in the market
• Retention of the Quality Sales Force owing to stiff competition
• Making sure 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
Core result areas
KRA (Accountabilities) (Max 1325 Characters)
Assisting Actions (Max 1325 Characters)
KRA1
Plan sales strategies and reach 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. Make sure strategies include effective product mix, tapping of potential clients, contests and delivery of investment advisory to clients.
3. Make sure implementation of the plans & monitor same to make sure success
KRA2
Promote productivity of the field force through effective people management.
1. Make sure regular training of advisors and deliver 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
Making sure persistency of the business in order to make sure enhance business goals.
1. By doing random quality checks on the business sourced to sustain desired persistency levels.
2. Make sure post sales servicing are through in order to retain clients.
KRA4
Inculcate a culture of financial discipline in the branch to have well control on revenue.
1. Make sure that strict control is maintained on the cash transactions in the branch.
2. Make sure that budget is maintained on all capital and operating expenses incurred.
KRA5
Make sure 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. Deliver 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 reach the business numbers.
1. Initiate and make sure implementation of different activities to promote sales & recruitment.
2. Liaise with the concerned HO teams to drive central initiatives
3. Make sure adequate promotional effort is delivered to existing and potential clients.
KRA7
Recommend product and process improvement to the company to enhance efficiencies and client satisfaction.
1. Evaluate client response to our products, services, processes and people and suggest innovations/ improvements/ changes in these areas.
KRA8
Make sure effective administration of the branch to sustain smooth functioning and operations in a cost effective way.
1. Make sure that the general administration of the branch is as per requirement
KRA9
Group Management
1. Make sure through continuous on the job training, skill enhancement of group
2. Mentor, supervise and coach the group.
3. Deliver for on the job as well as classroom training for skill enhancement
4. Make sure periodic job rotation to give a higher exposure to the group members on all aspects.
This opening is for the Branch Manager-DSF-Mehsana position in Mehsana.
Eligibility typically includes the qualifications and experience outlined in the job description above, with around 2-23 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-Mehsana at Aditya Birla Group.
This role requires around 2-23 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.