Current Openings

Position Title : Branch Head

Department : Agency

Locations : Mumbai

Candidate Requirement

  • Minimum 6 years of experience in building distribution / Sales.
  • Should be Graduate.

Key Responsibilities:

  • Identify and build avenues for sourcing agency leaders in the location as per policy guidelines.
  • To meet the budgeted numbers of agency leaders recruitment for the location.
  • Work closely with agency leaders for achieving their targets through mentoring, coaching and helping them in joint calls.
  • Enable the Agency Leaders and ALMs to build & drive a strong advisor force.
  • Accurately completes the documentation.
  • To achieve month over month Branch Targets of advisor coding , activization and APE through ALMs/ALs & newly recruited ALs.
  • To plan/review/monitor performance of the team of ALMs/ALs and advisors.
  • Submit various sales reports timely to ensure adherence to reporting mechanism.
  • Taking care of day to day administration of the branch.
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Position Title : Insurance Relationship Manager

Department : Agency

Locations :Across India

Candidate Requirement

  • MMinimum 2 years of experience in sales
  • Should be Graduate.

Key Responsibilities:

  • Generate leads from in-branch lead generators, bank customer database & walk in customers. Make appointments, explore the customer’s financial needs in life-related investment and insurance needs areas, select appropriate product to meet these needs from the company’s product range, gain customer agreement to purchase, accurately complete sales documentation.
  • Build a good customer base in order to explore opportunities to cross-sell & up-sell, Obtain referral to further prospects where appropriate.
  • Responsible for sales completion by facilitating completion of medical reports & ensuring prompt issue of policy document.
  • Adherence to company sales process and timely submission of various reports.
  • Accurately completes the documentation.
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