Job Description

Job title : Agency health businessExperience : 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)

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