Role & responsibilities

Develop and execute regional business plans to achieve Annual Premium Equivalent (APE), New Business Premium (NBP), revenue and growth targets.

- Build, manage and deepen relationships with MFDs, IFAs, wealth partners and insurance advisors to expand the distribution network.
- Identify, onboard, activate and improve the productivity of distribution partners; monitor partner-wise business performance.
- Drive sales of suitable life insurance solutions, including ULIP, traditional savings and term products, in line with customer needs and company guidelines.
- Lead, coach and manage Regional/Area Managers and field sales teams; set transparent goals and review performance regularly.
- Monitor business mix, premium achievement, persistency, renewal quality and other key performance indicators; implement corrective action where required.
- Ensure high standards of customer suitability, documentation, sales practices, regulatory compliance and internal controls.
- Conduct partner engagement activities, sales campaigns, product training and periodic business reviews.
- Prepare and review sales forecasts, MIS, productivity reports and regional performance dashboards.
- Coordinate with product, training, operations and other internal teams to resolve partner and customer issues.

Preferred candidate profile





- Graduate in any discipline; MBA or a relevant postgraduate qualification may be preferred.

- Typically 15+ years of experience in life insurance or Agency Channel -services sales/distribution, including substantial experience in wealth, IFA/MFD, HNI or advisor-led channels.
- Demonstrated experience leading regional teams and delivering sales or premium targets.
- Strong partner relationship management, business development, negotiation and team leadership skills.
- Sound understanding of life insurance products, distribution practices, persistency and compliance requirements.
- Comfortable with business planning, sales analytics, MIS and performance reviews. Key Performance Measures Regional APE/NBP and revenue achievement
- Partner recruitment, activation and productivity • Business quality and persistency
- Team productivity and target achievement • Customer experience and compliance.

Note :

- Candidates should have a strong Agency Channel background.
- Minimum 5+ years of stability with the current organization is preferred.
- Candidates should demonstrate strong and consistent performance in their current organization, with a high performance rating.

For More Detail : Jay P / (phone hidden)

📌 Regional Head - Wealth Channel (Ahmedabad)
🏢 TekPillar®
📍 Ahmedabad