Job title : Agency health business

Experience : 1-1.5yrs

Budget : 4.5LPA

Location : Ludhiana, Chandigarh

Work mode: on site

Primary skills : CASA, Mutual funds, broking company

Qualification : any graduation.

Roles and Responsibilities :

Business Development :

- Develop and execute strategic plans to achieve sales targets and expand market presence.

- Identify and pursue new business opportunities through open market channels and agency networks.

- Build and maintain strong relationships with key stakeholders, including brokers, agents, and financial institutions.

Channel Management :

- Manage and nurture relationships with agency channels and direct sales teams.

- Implement effective channel strategies to maximize productivity and revenue generation.

- Provide training and support to agents and channel partners to ensure understanding of products and sales techniques.

Product Promotion :

- Promote and sell health insurance products, CASA (Current Account and Savings Account), mutual funds, and other financial products/services.

- Conduct promotional activities, presentations, and seminars to increase product awareness and market penetration.

Operations Management :

- Oversee day-to-day operations related to agency health business, ensuring compliance with regulatory standards and company policies.

- Monitor sales performance metrics, analyze data, and prepare reports for management review.

- Drive efficiency and productivity improvements within the business unit.

Customer Relationship Management :

- Ensure high levels of customer satisfaction through effective service delivery and resolution of customer issues.

- Collaborate with internal teams (such as underwriting, claims, and customer service) to enhance customer experience and retention.

Skills and Qualifications :

- Proven experience (3-5 years) in agency health business management, preferably in the insurance, banking, or financial services sector.

- Strong understanding of open market, agency channel, and direct channel operations.

- Knowledge of CASA products, mutual funds, and broking company operations.

- Excellent communication, negotiation, and interpersonal skills.

- Ability to lead and motivate a team towards achieving business goals.

- MBA or equivalent degree in Business Administration, Finance, or related field preferred.