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