JOB DESCRIPTION
Job Code: Job Title: Branch Manager Band: 4A
Reporting To: Office Head Grade – Senior Manager Department: Agency
JOB SUMMARY:
 Responsible for
o Revenue targets of the unit
o Productivity of the unit
o Recruit, coach and develop Sales Managers and Agent Advisors
o Adherence to Customer service standards
KEY RESPONSIBILITIES:
 Meet unit targets
 Achieve revenue targets
 Ensure implementation of GOLD system
 Supervise the activity plan of Sales
 Managers & Agents to ensure that these are fulfilled as per the desired standards
 Ensure that all Sales Managers and Agents under supervision perform as per the
company’s rules and regulations
 Track productivity measures as for the unit:
 AFYP
 Case rate
 Annual mode business
 Persistency
 Paid cases per agent
 YTD appointments
 SM appointments
 Pro active agent retention
 Annual FYC standards
 Execute plans for growth of the agency
 Identify, interview and select new Sales Managers from natural market and by networking
 Ensure adherence to laid down sales and service standards for Sales Managers
 Conduct weekly performance review and planning (PRP) for Sales Managers
 Ensure retention of Sales Managers by formulating their development plans, meeting their training needs
and communicating with them on a regular basis
 Build leadership pipeline of future SMs & APs from the unit.
OTHER RESPONSIBILITIES:
 HO co-ordination
 Sales promotion activities
 Assist in overall running of the G.O
MEASURES OF SUCCESS:
 CGPA
 AFYP
 Case Rate
 Recruitment
 Retention
 Persistency
 GOLD Audit Rating
 Active Retention
 Number of promotions
MINIMUM EDUCATION:
 Graduate preferably with an MBA
MINIMUM/SPECIFIC EXPERIENCE:
 Graduate preferably with an MBA
 If MBA, minimum of 6 years of experience in sales and sales management, recruitment, supervision and
development of people.
 A graduate should have a minimum of 8-10 years of experience in the above domain.
 Should have local market exposure

JOB DESCRIPTION
Job Code: Job Title: Branch Manager Band: 4A
Reporting To: Office Head Grade – Senior Manager Department: Agency
JOB SUMMARY:
 Responsible for
o Revenue targets of the unit
o Productivity of the unit
o Recruit, coach and develop Sales Managers and Agent Advisors
o Adherence to Customer service standards
KEY RESPONSIBILITIES:
 Meet unit targets
 Achieve revenue targets
 Ensure implementation of GOLD system
 Supervise the activity plan of Sales
 Managers & Agents to ensure that these are fulfilled as per the desired standards
 Ensure that all Sales Managers and Agents under supervision perform as per the
company’s rules and regulations
 Track productivity measures as for the unit:
 AFYP
 Case rate
 Annual mode business
 Persistency
 Paid cases per agent
 YTD appointments
 SM appointments
 Pro active agent retention
 Annual FYC standards
 Execute plans for growth of the agency
 Identify, interview and select new Sales Managers from natural market and by networking
 Ensure adherence to laid down sales and service standards for Sales Managers
 Conduct weekly performance review and planning (PRP) for Sales Managers
 Ensure retention of Sales Managers by formulating their development plans, meeting their training needs
and communicating with them on a regular basis
 Build leadership pipeline of future SMs & APs from the unit.
OTHER RESPONSIBILITIES:
 HO co-ordination
 Sales promotion activities
 Assist in overall running of the G.O
MEASURES OF SUCCESS:
 CGPA
 AFYP
 Case Rate
 Recruitment
 Retention
 Persistency
 GOLD Audit Rating
 Active Retention
 Number of promotions
MINIMUM EDUCATION:
 Graduate preferably with an MBA
MINIMUM/SPECIFIC EXPERIENCE:
 Graduate preferably with an MBA
 If MBA, minimum of 6 years of experience in sales and sales management, recruitment, supervision and
development of people.
 A graduate should have a minimum of 8-10 years of experience in the above domain.
 Should have local market exposure