To recruit and develop Personal Financial Advisor resulting in generation of new business and renewal of existing business.
Designation - Development Manager
Location - HowrahCompany - Edelweiss Tokio Life Insurance Company
Key Responsibilities
· To ensure Licensing of the agents and building own team
· To drive productivity of the new and vintage agents
· To drive performance by implementing sales promotion for the PFA
· To coach and mentor PFAs in providing need based solutions for customers
· To deliver new business and renewal business through the new and vintage agents
· To ensure business Reporting, MIS on sales call (LMS) maintained on a daily basis.
Key Performance Indicators:
New agent acquisition Target Achievement = 100%
New Business Target Achievement = 100%
Renewal Business >= 80%
PFA Activation Target Achievement = 100%
Qualifications:
10th Pass Minimum Qualification , proficiency in MS Excel
Experience:
Minimum 3 years sales experience. Handling team experience will be an added advantage
Functional Competencies
Relationship Management
Networking
Customer Orientation
Drive & Track Record
Behavioral Competencies
Good Communication skills (English & Local language)
Presentable & Confident
Key Interactions
Internal : Nature or purpose of interaction
Branch Operations: Coordinating for Business logins and details on policy
IT - Application:
LMS related operational requirements for affiliate campaigns
Sales workflow systems such as Unity-DM Box, Mobcast etc for training and Sales updates
External: Nature or purpose of interaction
Skills: Relationship Management, Client Servicing, Networking, Customer Orientation
Experience: 1.00-3.00 Years
Education: Other