Sales Role - Agency Health Business - Bank (1-3 Yrs) Punjab (BFSI Sales)

Job title : Agency health business experience : 1-1.5yrs Budget : 4.5LPA Location : Ludhiana, Chandigarhwork mode : on site Primary skills : CASA,Mutual funds,broking company Qualification : any graduation.Roles and Responsibilities : Business Development :- Develop and execute strategic plans to achieve sales targets and expand market presence.- Identify and pursue new business opportunities through open market channels and agency networks.- Build and maintain strong relationships with key stakeholders, including brokers, agents, and financial institutions. Channel Management :- Manage and nurture relationships with agency channels and direct sales teams.- Implement effective channel strategies to maximize productivity and revenue generation.- Provide training and support to agents and channel partners to ensure understanding of products and sales techniques.Product Promotion :- Promote and sell health insurance products, CASA (Current Account and Savings Account), mutual funds, and other financial products/services.- Conduct promotional activities, presentations, and seminars to increase product awareness and market penetration. Operations Management :- Oversee day-to-day operations related to agency health business, ensuring compliance with regulatory standards and company policies.- Monitor sales performance metrics, analyze data, and prepare reports for management review.- Drive efficiency and productivity improvements within the business unit.Customer Relationship Management:- Ensure high levels of customer satisfaction through effective service delivery and resolution of customer issues.- Collaborate with internal teams (such as underwriting, claims, and customer service) to enhance customer experience and retention.Skills and Qualifications :- Proven experience (3-5 years) in agency health business management, preferably in the insurance, banking, or financial services sector.- Strong understanding of open market, agency channel, and direct channel operations.- Knowledge of CASA products, mutual funds, and broking company operations.- Excellent communication, negotiation, and interpersonal skills.- Ability to lead and motivate a team towards achieving business goals.- MBA or equivalent degree in Business Administration, Finance, or related field preferred. (ref:updazz.com)

Payroll Type : Permanent