Job Title

Job Description 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. Requirements 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. Requirements Proficiency in Power BI and data visualization. Strong analytical skills and ability to interpret data. Advanced knowledge of MS Excel (pivot tables, formulas, charts). Excellent presentation skills using PowerPoint. Knowledge of Value Stream Mapping (VSM), Time and Motion Study, Process Qualification - MBA in Analytics/Operation or related field