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

Agency Development Manager

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