Branch Sales Manager

Role Summary
The Branch Manager will be responsible for driving sales, profitability, and customer engagement at the branch level with a primary focus on  Fixed Deposits & Life Insurance products. In addition to this also cross selling other products like General Insurance, Motor Insurance and Mutual Funds The role involves managing sales teams, building customer relationships, and ensuring compliance with regulatory standards.

Key Responsibilities

• Achieve branch business targets across all product lines with a strong focus on Life Insurance.

• Lead, mentor, and motivate branch staff and advisors to deliver sustained performance.

• Drive cross-selling initiatives and portfolio diversification as per defined allocation.

• Ensure adherence to IRDAI, AMFI, and internal compliance guidelines.

• Monitor persistency, renewals, and customer satisfaction at the branch level.

• Prepare MIS reports and contribute to strategic planning for the region.

• Recruit and Train the team of BDE & BDM

• Drive productivity parameters at a Branch level

• Work with the team of BDE & BDM towards formulation of Sales Strategy including activation of Business associates

Qualifications

• Graduate/Postgraduate in Finance, Marketing, or related field.

• 4-7 years of relevant experience in Life Insurance/Banking/Financial Services.

• 1-2 years in a managerial role with team Management exposure.

• Relevant certifications (IRDAI, AMFI/NISM) would be helpful & relevant.

Key Competencies

• Strong business acumen and result orientation.

• Leadership and people development skills.

• Excellent customer engagement and cross-selling ability.

• Compliance and risk management orientation.

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• It is a Full Time Sales / Business Development job for candidates with 3 - 6+ years Experience.