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 new 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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