Area Sales Officer

Key Responsibilities

• Achieve branch business targets across all product lines with a strong focus on Life Insurance.

• Lead, mentor, and motivate branch staff and advisors to deliver sustained performance.

• Drive cross-selling initiatives and portfolio diversification as per defined allocation.

• Ensure adherence to IRDAI, AMFI, and internal compliance guidelines.

• Monitor persistency, renewals, and customer satisfaction at the branch level.

• Prepare MIS reports and contribute to strategic planning for the region.

• Recruit and Train the team of BDE & BDM

• Drive productivity parameters at a Branch level

• Work with the team of BDE & BDM towards formulation of Sales Strategy including activation of Business associates

Qualifications

• Graduate/Postgraduate in Finance, Marketing, or related field.

• 4-7 years of relevant experience in Life Insurance/Banking/Financial Services.

• 1-2 years in a managerial role with team Management exposure.

• Relevant certifications (IRDAI, AMFI/NISM) would be helpful & relevant.

Key Competencies

• Strong business acumen and result orientation.

• Leadership and people development skills.

• Excellent customer engagement and cross-selling ability.

• Compliance and risk management orientation.

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• It is a Full Time Field Sales job for candidates with 2 - 5 years of experience.