Branch Manager - Agency Sales

Join Tata AIA Life Insurance, a leading and fastest-growing life insurance provider in India, established in 2001 as a joint venture between Tata Sons Pvt. Ltd. and AIA Group Ltd. Our company embodies a legacy of trust, integrity, and excellence, combining Tata's esteemed leadership with AIA's extensive pan-Asian expertise. At Tata AIA, our vision is to be the pre-eminent protection provider enabling dreams and inspiring healthier, happier lives.

We foster a culture of innovation, inclusivity, and continuous learning, offering dynamic career growth opportunities and a supportive work environment. Recognized as a Great Place to Work and recipient of the Kincentric Best Employer Award, we are committed to employee satisfaction and holistic well-being. Our core value, People - Our Core, emphasizes our dedication to inspiring our employees to be and deliver their very best. Our aim is to attract, hire and develop highly capable leaders who are just, fair, ethical, and accountable for their actions. We strive to provide our employees with the right training, technology, equipment, resources, and guidance to perform their job effectively. Our promise to you is to provide for a diverse, equitable, and inclusive work environment, where each employee is valued as an individual and treated with respect, care, and compassion.

Fuel your future with us, find your wings, and S.O.A.R. Shape opportunities, Optimize your potential, Accomplish meaningful work, and Reap holistic growth.

1. Position Overview

Position Title

Branch Manager Agency Sales

Department

Business Associate Model

Level/ Band

401/Manager

Role Summary:

• Responsible for achieving business targets for the branch through building a sustainable and productive distribution force.


• Managing costs for the branch, smooth business functioning, and successful implementation of various tactical and strategic business initiatives as other key responsibilities.


• Effective management of sales managers in the office leading to creation of a cohesive business unit along with other functional representatives in the branch to create a robust and successful business unit.

1. Organizational Relationships

Reports To

Cluster Head / Regional Head

Supervises

Executive / Assistant / Business Associates Managers

Job Dimensions

Geographic Area Covered

City specific

Stakeholders Internal

Executive / Assistant / Business Associates Managers

Agency Sales Training

Branch Operations

Distribution Operations

Stakeholders External

Leaders and Agents

1. Key Result Areas

Strategic Business Development

Identify potential catchments areas and develop distribution in them

Build Distribution through NLA and Sales Leaders

Business Development

Drive recruitment of DPBAs through the BAMs / LHs / CHs

Drive recruitment initiatives through activities and through BAs / internal PBAs / DPBAs

Drive Growth in Distribution through NAAFs, NLAs and New BAs

Drive Growth in Business through Submitted FP, Issued FP, and A&H contribution

Drive growth in business through Agent Activity, Case Size and Case Rate of the branches individually and the Region as a whole

Team Management

Coach, Train and support the reporting Managers

Monitor and review their performance

Lead by example in all spheres and direction setting

Review and track the growth of managers to ensure that they achieve their individual budget

Maintain utmost levels of responsiveness to requirements from the Regional / Zonal / National Head

Ensure Compliance

Ensure compliance to internal sales process & other compliance standards

MIS & Reporting

Maintain required trackers & reports to be submitted to various stakeholders

Risk

Participate in risk mitigation plans, contingency planning, business continuity programs by executing and reporting within defined timelines. Highlight and recommend process gaps, flaws and process changes.

1. Skills Required

Technical

Product/Subject matter expertise

Team Management skills

Mentoring skills

Business perspective & planning

Performance Management skills

Finance / Insurance industry awareness

Interviewing skills

Self-management

Problem solving skills

Peer level co-ordination and influencing skills

Behavioral

Essential

Desired

Interpersonal skills

Communication skills

Creative thinking skills

Supervising / Leadership skills

Teamwork Skills

Influencing skills

Relationship Building skills

Decision making skills

1. Incumbent Characteristics

Essential

Desired

Qualification

Graduation

PG / MBA

Experience

9 -10 years

Disclaimer:
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