Designation - Assistant Bank Manager

Key Responsibilities

a. Achievement of Business Plans

- To own the business plan for the branch - both top line and bottom line targets for Team

- Internalize the Management philosophy and business strategy of the company and drive it in the branch

- Ensure that the existing team of Agents is engaged, motivated and productive by forging a strong relationship with them

- Ensure that new Agent Advisors are constantly inducted, activated and productive for Team

- Drive the incentive schemes to ensure that the income of the Agency managers and Agent Advisors exceed benchmark

b. Team Building

- Recruit Quality resources - Unit Managers

- Goal setting of all Agency Managers/Sr Agency Manager in the region

- Regular and periodic review, monitoring and mentoring of the Agency Managers to ensure that they are on track to achieve their goals

- Regular classroom and on the field training of the team to equip them with the necessary skill sets to perform optimally

- Ensure that the defined sales process of the company is adhered to by the team

- Identify and groom future leaders in the team

c. Business Expansion

- Identify potential business pockets in the branch jurisdiction

- Appoint Agents in these locations to procure business

d. Liaison with Home Office

- Own the resource and expense budget for the Branch

- Drive the R&R schemes floated by HO from time to time

- Design own Branch level R&Rs, marketing activities and implement them

- Support the Unit Managers and team of Agents in liaison with the HO for addressing their requirements/ concerns

- Percolate the management guidelines to the entire team.

- Being fully compliant to all the norms laid down by the regulators and the company

- Keeping the expense ratio of the Branch well within the defined budget

- Maintain win- win relationship with other channels

Key Measures of Performance

- New GWP

- Renewal GWP

- Renewal no. of cases

- Active agents and PA

- Desired product mix

- No. of New Agents

- Audit findings

- Employee engagement

- Attrition

Education

- Graduation in any discipline from a recognized educational institute

- Preferably Post Graduate Degree/Diploma in Management from a recognized educational institute

Experience

- 5-7 years of relevant work experience, preferably in financial services distribution

- Minimum 1 year experience in team handling preferable, but not mandatory

Akriti
Hr Recruiter
Kulaja services LLP

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