Associate Agency Development Manager

Growth Mindset & Business Acumen

• Strengthen Operational delivery to maximize Agency business/ Customer acquisition.
• Deliver Growth through revenue retention and generation initiatives - S2S/S2R,
• Collaborate with Branch Operations Team to generate S2S Customer Leads.
• Achieve S2S target by Collaborating with Branch Operations team.
• Derive new initiative through the existing customer base / new untapped market to bring new sales.
• Leverage PMS vectors to achieve S2S targets.
• Manage Customer Parameters - Persistency (13th/25th Month) for sales done through S2S
• 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 MLI Compliance Team

Maintain Customer Relationship

• 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.

Leads Calling & Field Calls

• 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

Essential qualifications and experience

• Graduate
• Minimum 4 Years of the experience in Direct Sales Verticals

Knowledge & Skill Matrix

• Excellent communication skills (oral & written)
• Innovation, Customer centricity and Service mindset, Strong Intersection Management & relationship building capability
• Proactive, Result oriented, high energy, ability to multi-task.