Role & responsibilities

- Agency Channel Campaign Strategy & Execution:
- Develop and execute sales-boosting cross sell campaigns tailored for the Agency channel, driving agent productivity and premium growth through cross sell in line with monthly and quarterly channel objectives
- Design data-driven initiatives to enhance current agent productivity, customer retention campaigns through cross sell and explore new cross-sell opportunities
- Align campaigns with field sales teams, ensuring seamless execution and adoption at branch and agent levels
- Sales Performance & Growth Initiatives:
- Work closely with regional and zonal sales heads to drive key performance metrics
- Identify sales challenges and create tactical interventions to improve agent engagement and business outcomes
- Track and optimize campaigns based on business targets, agent productivity, and revenue impact
- Stakeholder & Field Engagement:
- Partner with agency sales teams, training, and product teams to drive frontline enablement and campaign effectiveness
- Engage with branch leadership to execute localized sales strategies and ensure field participation in campaigns
- Ensure alignment with digital, IT, and analytics teams for smooth execution of tech-enabled campaigns
- Process Optimization & Campaign Automation:
- Leverage CRM, sales enablement tools, and automation platforms to optimize campaign execution




- Create structured SOPs to streamline campaign rollout and tracking mechanisms
- Implement best practices for agent engagement, incentive campaigns, and digital adoption

Preferred candidate profile

7-12 years in life insurance, with strong exposure to Agency sales, sales strategy and frontline campaign execution

Key Skills

- Agency Channel Expertise: Deep understanding of agent activation, retention and sales performance levers through cross sell
- Sales & Business Acumen: Ability to drive revenue growth through targeted interventions and strategic execution
- Campaign Planning & Execution: Proven track record in executing high-impact, data-driven campaigns at field level
- Stakeholder Management: Strong collaboration with frontline sales, marketing, product, and training teams

Tech & Digital Savvy: Exposure to CRM tools, campaign automation, and data-driven decision-making

Qualifications:

- Graduate / MBA

Location:

Independent role based in Head Office. Requires travelling to various branches across the country

Role: Life Insurance - Other

Industry Type: Insurance

Department: BFSI, Investments & Trading

Employment Type: Full Time, Permanent

Role Category: Life Insurance

Education

UG: Any Graduate

PG: MBA/PGDM in Any Specialization

📌 Campaign Manager (Agency Channel)- Chief Manager / AVP (Mumbai)
🏢 Kotak Life
📍 Mumbai