PERSONAL
BUSINESS
CORPORATES
- MUTUAL FUNDS
- STOCK AND SECURITIES
- PORTFOLIO MANAGEMENT SERVICES
- PENSION FUNDS
- GROUP LIFE INSURANCE
- GROUP HEALTH INSURANCE
- CORPORATE GENERAL INSURANCE
ADVISORS
- HOUSING FINANCE
- PERSONAL FINANCE ADVISORS
- MUTUAL FUNDS ADVISORS
- STOCKS & SECURITIES ADVISORS
- LIFE INSURANCE ADVISORS
- HEALTH INSURANCE ADVISORS
- SELECT ADVISOR
CAREERS

1800 270 7000

App that fits all your banking solutions- install ABC Digital app, now.

PlayStore

Loans

Investments

Aditya Birla Sun Life Mutual Funds

Visit to start your investment journey

view all

Insurance

Payments

GET IN TOUCH

Loans

Investments

Insurance

Loans

Investments

Insurance

Advisor

Select Advisor

Download

Download the ABCD app

Unlock Financial Tools, Investment Insights, And Expert Guidance“ All In One Convenient App !

Visit Our ABCD Page

PLAY STORE Discover Convenience Like Never Before

APPSTORE

Get Instant Digital Sanction for Housing Loans in 10 mins.

Loans starting from just 8.60% p.a.

KNOW MORE

Home Loan

Find customised home loan solutions for your unique needs

Balance Transfer

Find a better interest rate for your existing home loan

Top up Home Loan

Get a loan on your existing home loan to meet your needs

Loan Against Property

Turn your assets into a financial ally

Credit Track

Discover your financial fitness - check your credit score

Check Now

Home Loan EMI Calculator

Get an estimate of your Home Loan EMI now

Calculate Now

Mortgage Calculator

Calculate your Loan amount for your Current property

Know More

Home Loan Eligibility Calculator

Are you eligible for a Home Loan? Find out now!

Calculate Now

Job Description

AB Sun Life Insurance Co Ltd

Branch Manager APC Channel Panipat

Location: Transport Ngr, Panipat, Haryana

Job Description

Job Purpose

The purpose of this job is to manage a team of Agency Managers, ensure advisor recruitment as per plan, and assist the Branch Head to make the branch a profit centre and to achieve annual business targets.

Job Context & Major Challenges

Job Context:The purpose of this job is to manage a team of Agency Managers, ensure advisor recruitment as per plan, and assist the Branch Head to make the branch a profit centre and to achieve annual business targets.

Job Challenges:• Unavailability of Quality Manpower in terms of Agency Managers and advisors, Retention of Quality Manpower

• Licensing of Advisors – Pass Percentage is very low, getting examination dates for Online Examination is very difficult.

• Fluctuating market condition

• Delay in completion of business during month end as it involves the long process to issue the policy (starting from policy receipting, scanning, completing requirement, medical follow ups and finally the completion).

• Infrastructure constraints

• Ensuring that business is carried out as per the compliance & regulatory environment

Key Result Areas

	KRA (Accountabilities) (Max 1325 Characters)	Supporting Actions (Max 1325 Characters)
KRA1	Ensure performance of assigned Agency Managers with respect to recruitment of Advisors & achievement of business targets.	1. Recruit quality resource 2. Ensure performance standards of recruitment , activisation , policies & premium are met by the assigned agency managers 3. Maintain the profitability: Of the advisor Of the Branch 4 Keep track on Advisors Contest and Clubs 5. Keep track on various training needs. 6. Sharing good sales practices. 7. Provide support to AM by participating in sales/recruitment. 8. Be responsible for the market conduct of the assigned agency managers and the advisors in their team 9. Maintain the Sales Report on Introduction and Issued Business 10. Develop the Agency Managers (goal sheets). 11. Carry out goal setting exercise with his team enabling the FLS team to deliver the expected productivity & subsequently leading the team to progress to next progression level.
KRA2	Manage persistency and business health for the allotted branch so that functional goals are achieved	1. Manage sales force attrition as per bench mark. 2. Maintain quality of business for better persistency
KRA3	Relationship Management (Internal & External) to drive performance.	1. Maintain healthy & cordial relation with team of Agency Managers as well as all concerned departments. 2. Maintain one to one contact with all advisors. 3. Ensure reaching of communication to the advisors of his team about new product, schemes, clubs, etc. (using FLS as key point of contact). 4. Visit top advisors in regular intervals.
KRA4	Drive local sales promotion effort for to support team members in achieving business targets	1. Anticipate sales promotion opportunities in the area of operation and devise innovative promotional activity. 2. Driving various contests
KRA5	Ensure Risk Management as per company policy.	1. Carrying out the business activities as per the compliance & regulatory environment. 2. Ensure (by doing basic screening & basic sanity checks) the applications that healthy business is introduced in the system. 3. Be responsible for the market conduct of the assigned agency managers and the advisors in their team
KRA6	Manage administrative responsibilities of the branch in the absence of the Branch Head.	1. Assist the Branch Head in carrying out the branch administrative responsibilities / in the absence of Branch Head, carryout the responsibilities of Branch Head. 2. Monitor operational costs 3. Facilitate in resolving any people or client related issues.
KRA7	Team Management	1. Ensure through continuous on the job training, skill enhancement of team 2. Mentor, supervise and coach the team. 3. Provide for on the job as well as classroom training for skill enhancement 4. Ensure periodic job rotation to give a higher exposure to the team members on all aspects.