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Agency Manager

1.00 to 6.00 Years   Pune   28 Sep, 2024
Skywings Advisors Private Limited
Job LocationPune
EducationNot Mentioned
SalaryRs 3.0 - 4.0 Lakh/Yr
IndustryInsurance
Functional AreaSales / BDPre-Sales
EmploymentTypeFull-time

Job Description

    Designation - Relationship Manager(Agency Channel)Location - PuneCtc up to 4LPARoles and Responsibility -
    • Recruitment & Onboarding:
      • Identify and recruit potential financial advisors/agents.
      • Conduct thorough onboarding processes, ensuring new recruits understand company culture and values.
    • Lifecycle Management:
      • Maintain regular communication through meetings and interactions to build strong relationships.
      • Monitor performance and provide ongoing support to enhance productivity.
    • Training & Development:
      • Organize comprehensive training sessions on the company app and other tools.
      • Focus on best practices for customer service to enhance advisor effectiveness.
    • Productivity & Performance Monitoring:
      • Set clear performance metrics and regularly assess advisors productivity.
      • Encourage a focus on renewals and cross-selling of products to drive sustained growth.
    • Target Achievement:
      • Collaborate with advisors to set achievable monthly, quarterly, and yearly targets.
      • Motivate and support the team to reach these goals through incentives and recognition.
    • Compliance & Business Hygiene:
      • Ensure all activities align with company policies and regulatory requirements.
      • Uphold the highest standards of business hygiene to maintain trust and integrity.
    • Market Expansion:
      • Identify new strategies to enhance market reach and increase sales.
      • Stay informed about local market trends and adjust tactics accordingly.
    • Product Distribution:
      • Oversee the distribution of various financial products, including motor, life, and health insurance, loans, credit cards, and NPS.
      • Implement training on new products as they are introduced to ensure team readiness.

Keyskills :
tied channelinsurance salesagent recruitmentagency channelagency manager

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