Branch Manager - Agency Business Partner

Skywings Advisors Private Limited

Designation: Branch Manager

Channel: Agency Business Partner

Key Accountabilities

(A collection of duties and/or responsibilities assigned) Will manage team of 6-7 DCDM 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 Exide 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.

Experience : 4 - 10 Years

No. of Openings : 2

Education : Any Bachelor Degree

Role : Branch Manager

Industry Type : Banking / Financial Services / Stock Broking

Gender : [ Male / Female ]

Job Country : India