Associate Agency Development Manager

Roles and Responsibilities :-

• Strengthen Operational delivery to maximize Agency business/ Customer acquisition.
• Deliver Growth through revenue retention and generation initiatives
• Collaborate with Branch Operations Team to generate Customer Leads.
• Achieve target by Collaborating with Branch Operations team.
• Derive new initiative through the existing customer base / new untapped market to bring new sales.
• Leverage vectors to achieve targets.
• Manage Customer Parameters – Persistency for sales done through
• Manage Product mix as agreed from time to time.
• Track competition on products, structure, and initiatives
• Compliance – To ensure and function as per the guidelines laid down by Compliance Team
• Build sustainable relationships and trust with existing customers through open and interactive communication
• Determine clients’ particular needs and financial situations by scheduling fact-finding appointments and determining the extent of present coverage and investments.
• Ensure Segmented product-based campaigns
• Follows communication procedures, guidelines & policies
• Keep records of field Sales Calls and Home Visits
• Use appropriate solutions and up-selling methods
• Perform follow-ups to ensure customer satisfaction and query resolution/ Taking References
• Provide accurate, valid, and complete information by using the right methods/tools