Position Title: Unit Head/ Sr. Unit Head – Fixed Deposits, Life Insurance, General Insurance &
Cross-selling other Financial Products like Mutual Funds
Location:
Reports to: Assistant Territory Head/ Territory Head/ Sr. Territory Head
Role Summary:
The Unit Head will be responsible for driving sales, profitability, and customer engagement at
the branch level with a primary focus on Fixed Deposits & Life Insurance products. In addition
to this, cross selling other products like General Insurance and Mutual Funds. The role involves
managing sales teams, building customer relationships, and ensuring compliance with
regulatory standards.
Key Responsibilities:
Achieve branch business targets across all product segments with a strong focus on
Fixed Deposits & Life Insurance
Lead, mentor, and motivate branch staff and advisors to deliver sustained
performance
Drive cross-selling initiatives and portfolio diversification as per defined targets
Ensure adherence to IRDAI, AMFI, and internal compliance guidelines, as applicable
Monitor persistency, renewals, activisation and customer satisfaction at the branch
level
Prepare MIS reports and contribute to strategic planning for the region
Recruit, Train and manage the team of Front Line Sales & Advisors
Drive productivity parameters at branch level
Work with the team of FLS towards formulation of sales strategy including activation
of Business Associates
Key Skills & Competencies:
Strong business acumen and result orientation
Leadership and people development skills
Excellent customer engagement and cross-selling ability
Compliance and risk management orientation
Qualifications & Experience:
Graduate/Postgraduate
Minimum 6 years of relevant experience in Life Insurance/Banking/Financial Services
Minimum 2 years in a team handling role for Sr. Unit Head
Age bracket – 32 years to 40 years maximum
Pay: ₹350,000.00 - ₹500,000.00 per year
Work Location: In person
