Verified Job
Accounting - Finance
Branch Manager Banca Life Insurance Nainital
Accounting - Finance
#216416
Remote / WFH
Job Description
We have urgent openings for the position of Branch Manager with most of the leading life Insurance Companies in Banca Vertical.
Job Description:
To drive insurance business through Banca channel.
Handling bank branches of channel partner
Interact with Bank’s cluster head & bank employees and manage them on daily basis
Manage mapped RMs to help them achieve sales targets
Ensuring that the persistency & productivity is maintained, ensures quality of recruits hired in the team, maintains & drives compliance at the zone.
KRA also include training in Bank branches, Making Insurance HNI Calls, and review of Sales Managers with BM on regular intervals to ensure timely correction in case if required
Maintaining various MIS for regular monitoring of sales and various contests and training of Channel Partner and company team
Provide guidance & support to Channel partner’s employee, Internal Team RMs and all stakeholders in terms of submissions, issuance, pending resolve etc.
Maintain good relationship with Bank’s Cluster Head - interact with him regularly to assess business status. Take help from them to push & motivate them to maintain productivity
Maintain persistency by monitoring case size & healthy product mix
Ensure that they are meeting their team targets as well as individual sales targets
Managing the relationship between internal team and channel partner so as to foster sales for the company and maintain utmost levels of responsiveness to requirements from the Channel Partner
Regularly interact with HR to ensure that recruitment is as per plan
Ensure that RM’s meet their respective targets which will promote them to the next level
Ensure adherence to SOPs & sales processes & instigate disciplinary action against those fond breaching them
Achievement of NB Premium target, RM Activation and Product mix
For more information on profiles, please feel free to call us @
Job Description:
To drive insurance business through Banca channel.
Handling bank branches of channel partner
Interact with Bank’s cluster head & bank employees and manage them on daily basis
Manage mapped RMs to help them achieve sales targets
Ensuring that the persistency & productivity is maintained, ensures quality of recruits hired in the team, maintains & drives compliance at the zone.
KRA also include training in Bank branches, Making Insurance HNI Calls, and review of Sales Managers with BM on regular intervals to ensure timely correction in case if required
Maintaining various MIS for regular monitoring of sales and various contests and training of Channel Partner and company team
Provide guidance & support to Channel partner’s employee, Internal Team RMs and all stakeholders in terms of submissions, issuance, pending resolve etc.
Maintain good relationship with Bank’s Cluster Head - interact with him regularly to assess business status. Take help from them to push & motivate them to maintain productivity
Maintain persistency by monitoring case size & healthy product mix
Ensure that they are meeting their team targets as well as individual sales targets
Managing the relationship between internal team and channel partner so as to foster sales for the company and maintain utmost levels of responsiveness to requirements from the Channel Partner
Regularly interact with HR to ensure that recruitment is as per plan
Ensure that RM’s meet their respective targets which will promote them to the next level
Ensure adherence to SOPs & sales processes & instigate disciplinary action against those fond breaching them
Achievement of NB Premium target, RM Activation and Product mix
For more information on profiles, please feel free to call us @
