Designation: Deputy Manager

Location: India Orissa Balasore

Organization: Financial Services

Job Description:

Job Purpose

To drive revenue growth by recruiting, developing, and managing a team of insurance advisors while ensuring achievement of business targets and customer satisfaction.

Key Responsibilities

Business Development
Achieve assigned sales and revenue targets.
Develop and execute local sales strategies.
Identify current business opportunities and market segments.
Drive customer acquisition and policy sales.

Advisor Recruitment & Development
Recruit insurance advisors/agents.
Train and mentor advisors on products and sales techniques.
Support advisors in lead generation and customer meetings.
Improve advisor productivity and retention.

Sales Management
Monitor daily, weekly, and monthly sales performance.
Conduct sales reviews and field coaching.
Ensure achievement of branch and individual targets.

Customer Service
Maintain robust customer relationships.




Resolve escalated customer concerns.
Ensure high service standards and customer retention.
Compliance & Quality
Ensure adherence to IRDAI guidelines and company policies.
Monitor business quality, persistency, and documentation standards.
Qualifications
Graduate (MBA preferred).
2–7 years of sales experience in life insurance, banking, NBFC, or financial services.
Experience in field sales and team management.
Skills Required
- Leadership and people management
Sales planning and execution
Communication and influencing skills
Market knowledge
Customer relationship management
Analytical and reporting skills
Key Performance Indicators (KPIs)
Annualized Premium Equivalent (APE) achievement
Advisor recruitment and activation
Revenue and profitability
Persistency ratio
Team productivity
Customer satisfaction scores

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