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Department Agency | Exp: 5-10 Years | Location: UT - Dehradun

Specific Responsibilities:
  • Planning & Implementing all the marketing, sales and customer care related activities for the branch.
  • Segmentation of markets & customer profiling to acquire good customers and achieve the targets.
  • Recruitment, training, coaching and motivation of employees & advisors for achieving productivity norms.
  • Manage the productivity of the field force.
  • Monitor and review their performance and take corrective actions
  • Tracking of competitive activities and analysis of the same
  • Accountable for overall profitability of the branches
  • Ensure compliance of the branch on audits and regulatory standards
  • Manage operating costs and supervise day to day branch expenses
  • Supervision and administration of the branch
  • Leverage technology for control on Input & output expectation


Key Performance Indicators:
  • Branch Business & productivity
  • Product mix
  • Customer retention (Persistency ,Surrender)
  • Expense Management
  • Customer satisfaction


Key Inter-relationships:
  • Underwriting, Finance
  • Customer Care Executives
  • HR
  • RM’s
  • Sales Support


  • Advisors/ Customers


  • 5+years of experience


  • MBA/ Graduate with experience in the insurance industry
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