Agency Manager

As an ideal candidate for this role, you will be responsible for the following tasks: - Strengthening operational delivery to maximize Agency business and customer acquisition. - Delivering growth through revenue retention and generation initiatives. - Collaborating with the Branch Operations Team to generate customer leads. - Achieving targets by collaborating with the Branch Operations team. - Deriving new initiatives through the existing customer base and tapping into new markets to drive new sales. - Leveraging various vectors to achieve set targets. - Managing customer parameters and persistency for sales conducted. - Managing the product mix as agreed upon from time to time. - Tracking competition on products, structure, and initiatives. - Ensuring compliance and functioning as per the guidelines laid down by the Compliance Team. - Building sustainable relationships and trust with existing customers through open and interactive communication. - Determining clients' specific needs and financial situations by scheduling fact-finding appointments and evaluating current coverage and investments. - Ensuring segmented product-based campaigns. - Following communication procedures, guidelines, and policies. - Keeping records of field sales calls and home visits. - Utilizing appropriate solutions and up-selling methods. - Performing follow-ups to ensure customer satisfaction and resolve queries, including taking references. - Providing accurate, valid, and complete information using the right methods and tools. If any additional details about the company were present in the job description, they would have been included here. As an ideal candidate for this role, you will be responsible for the following tasks: - Strengthening operational delivery to maximize Agency business and customer acquisition. - Delivering growth through revenue retention and generation initiatives. - Collaborating with the Branch Operations Team to generate customer leads. - Achieving targets by collaborating with the Branch Operations team. - Deriving new initiatives through the existing customer base and tapping into new markets to drive new sales. - Leveraging various vectors to achieve set targets. - Managing customer parameters and persistency for sales conducted. - Managing the product mix as agreed upon from time to time. - Tracking competition on products, structure, and initiatives. - Ensuring compliance and functioning as per the guidelines laid down by the Compliance Team. - Building sustainable relationships and trust with existing customers through open and interactive communication. - Determining clients' specific needs and financial situations by scheduling fact-finding appointments and evaluating current coverage and investments. - Ensuring segmented product-based campaigns. - Following communication procedures, guidelines, and policies. - Keeping records of field sales calls and home visits. - Utilizing appropriate solutions and up-selling methods. - Performing follow-ups to ensure customer satisfaction and resolve queries, including taking references. - Providing accurate, valid, and complete information using the right methods and tools. If any additional details about the company were present in the job description, they would have been included here.