Emerging Markets

SAM EM-Emerging-Kanpur :

- Location: 40UPKAN01, Kanpur

Key Result Areas

Supporting Actions

To recruit good quality prospective insurance advisors and ensure that they acquire licensing in order to achieve the sales target set by the company.

- Create P 400s to identify probable list to pitch the career.
- Daily calling and fixing recruitment appointments and Scout for potential who can be effective advisors
- Make presentation on Career as an insurance advisor
- Follow-up for obtaining necessary documentation regularly
- Make sure that the advisor attends the training program & IRDA examination to acquire appropriate licensing.

Ensure that the advisors achieve business targets set for them.

- Educate the advisor on the following

1. value proposition and create WIFME

2. compliance policy

3. Advisor compensation

- Do a goal setting on the advisor’s yearly/ monthly earning and draw up a monthly input /output plan
- Break down the plan according to the potential of the insurance advisors
- Keep the advisors motivated and on the job by daily/weekly/monthly/quarterly engagement initiatives.
- Help sort out any problems faced by the advisors
- Review the plan weekly/monthly
- Assess training needs and train the advisor as and when required.





Provide on the job training & manage and monitor performance of Advisors so that they can achieve their goals.

- Accompany the advisors on joint calls
- Support advisors in designing solutions and advise customers
- Making sure that the advisor is learning on the job
- Prepare the advisors by having them to give dummy presentations to test their level of selling skills
- Identify and motivate advisors for club membership. Etc
- Monitor, review and guide their performance periodically
- Ensure retention, adhere to productivity bench marks of advisors
- Ensure participation of advisors in training and other developmental interventions
- Have business related issues solved at branch level through RM or Operation staff.

Relationship Management

- Maintain healthy & cordial relation with the advisor.
- Regularly staying in touch with his advisor (in person) as well as using other modes of communication.
- Regularly update the advisors about current product, schemes, clubs, etc.
- Coordination with internal departments

Maintain renewals for the policies procured by team of Advisors to overall achieve the profitability of the team.

- Constantly track the policies dates and follow up for renewals.
- Update the Advisors with updated list of policies due for renewals.
- Minimum Experience Level

0 - 4 years

- Job Qualifications

📌 Sam Em-emerging-kanpur
🏢 Aditya Birla Capital
📍 Kanpur