Branch Manager

Date: May 26, 2025

Location: Mumbai, MH, IN

Company: maxlifeins

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 and experience in process driven, quality sales organizations Graduate 

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 and experience in process driven, quality sales organizations Graduate