Manager - Human Resource at Trenz Management Services
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Branch Manager - Sales - Insurance (6-15 yrs)
Designation : Branch Manager
Channel : Agency Business Partner (E)
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.
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