Roles & Responsibilities:
● Recruiting and Managing team of financial advisors/agents.
● Managing the complete life cycle of financial advisors/agents e.g., Meeting and interacting with them on regular basis
● Training the financial advisors/agents on our app for servicing their customers in most efficient and effective manner
● Driving partners for higher productivity and focus on renewals and ensuring that focus is not diluted.
● Achievement of Monthly/Quarterly/Yearly targets as assigned by the manager/organization from time to time.
● Understanding and aligning with company’s policies and ensure full compliance.
● Maintaining the highest level of business hygiene.
● Identifying new approaches to enhance reach and generate more sales in the assigned region.
● Working on distribution of Motor, Life & health Insurance and loans, credit card, NPS, etc and products as and when introduced by the organization.
Desired Profile:
● Education - Full time HSC or Graduation.
● Experience - 1+ year of experience in Sales and BD in Insurance Industry.
● Knowledge - In-depth understanding of business context. Understanding of Insurance and Financial products is an added advantage.
● Exposure - Familiarity with all types of insurance plan and financial products (Life, Health, Motor,)
● Communication - Excellent verbal and written communication skills and ability to liaise with multiple stakeholders.
● IT Skills - Proficient with Microsoft Office Suite or related software.