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.

This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.