Associate Development Manager (ADM)
Key Responsibilities
- **Agent Recruitment & Development**
- Develop various sources of agent hiring & build a team of agents.
- Conduct activities to enhance agent footfall and generate fresh referrals.
- Conduct career seminars and follow the agent hiring mechanism.
- **Agent Training & Performance Management**
- Ensure agents receive product knowledge and field demonstration (FODs).
- Develop agent prospecting, calling, and work habits.
- Identify agent training needs and work with trainers.
- **Sales & Business Targets**
- Meet monthly, quarterly, and yearly business plans.
- Improve agent productivity, persistency, and sales mix.
- Maintain agent proactivity per business plan.
- **Customer Centricity**
- Ensure high customer engagement and satisfaction.
- Conduct periodic customer meets and address queries.
KPIs & Targets
- Higher sales and agent activation targets compared to AADM.
Experience & Qualifications
- Minimum 3 years of experience, with at least 18 months in Life Insurance sales (Agency Channel).
- Age 24-35 years.
- Must be currently employed in BFSI/Structured Company.
Agency Partner Sales (AP Sales) & Senior Agency Partner Sales (Sr AP Sales)
Key Responsibilities
- **Agent Management & Recruitment**
- Hire, develop, and manage agents.
- Conduct training programs and career seminars for agents.
- Improve agent engagement and productivity.
- **Sales & Business Development**
- Achieve higher sales targets and persistency levels.
- Ensure optimal product mix adherence.
- Drive field demonstrations (FODs) and performance reviews.
- **Customer Engagement**
- Ensure strong client relationship management and high customer satisfaction.
- Conduct periodic customer meetings and engagement activities.
KPIs & Targets
- Higher business targets compared to ADM.
- Must have created at least 3-4 MDRTs in their career.
Experience & Qualifications
- Minimum 7 years of experience, with at least 5 years in Life Insurance sales (Agency Channel).
- Age No upper limit specified.
- Must be currently employed in BFSI/Structured Company.
Branch Manager (BM)
Key Responsibilities
- **Team Leadership & Performance Management**
- Manage a unit of 10 ADMs, Sr AP Sales, and AP Sales.
- Drive team performance through motivation, coaching, and skill-building.
- Ensure team meets individual and collective sales targets.
- **Training & Development**
- Provide necessary training, growth opportunities, and performance reviews.
- Conduct field activities alongside the team to improve effectiveness.
- **Operational Responsibilities**
- Develop a strong, high-performing team.
- Ensure compliance with company standards.
KPIs & Targets
- No direct sales targets; responsible for team performance and business growth.
- Ensure the unit meets a business target of over 2 Cr.
Experience & Qualifications
- Minimum 10 years of experience, with at least 2 years as a Branch Manager.
- Must have managed a direct team (not agents) for at least 1-2 years.
- Prior experience managing a unit of at least 7 people.
Office Head (OH)
Key Responsibilities
- **Strategic Leadership & Business Development**
- Oversee business strategy, regional expansion, and high-level decision-making.
- Ensure alignment of company vision and sales objectives.
- Drive overall office leadership, including trainers, BMs, and ADMs.
- **People & Performance Management**
- Ensure career path visibility for all employees.
- Maintain a positive and high-performance work environment.
- Develop future leaders within the organization.
- **Stakeholder Management**
- Collaborate with senior management and external stakeholders.
- Ensure smooth execution of business policies.
KPIs & Targets
- Responsible for overall office health, productivity, and employee engagement.
- Ensure business targets are consistently met across units.
Experience & Qualifications
- Minimum 14 years of experience, with at least 6 years in team management.
- At least 4 years as a BM managing multiple teams.
- Must have managed at least 2 BM units along with one direct unit.
Associate Development Manager (ADM)
Key Responsibilities
- **Agent Recruitment & Development**
- Develop various sources of agent hiring & build a team of agents.
- Conduct activities to enhance agent footfall and generate fresh referrals.
- Conduct career seminars and follow the agent hiring mechanism.
- **Agent Training & Performance Management**
- Ensure agents receive product knowledge and field demonstration (FODs).
- Develop agent prospecting, calling, and work habits.
- Identify agent training needs and work with trainers.
- **Sales & Business Targets**
- Meet monthly, quarterly, and yearly business plans.
- Improve agent productivity, persistency, and sales mix.
- Maintain agent proactivity per business plan.
- **Customer Centricity**
- Ensure high customer engagement and satisfaction.
- Conduct periodic customer meets and address queries.
KPIs & Targets
- Higher sales and agent activation targets compared to AADM.
Experience & Qualifications
- Minimum 3 years of experience, with at least 18 months in Life Insurance sales (Agency Channel).
- Age 24-35 years.
- Must be currently employed in BFSI/Structured Company.
Agency Partner Sales (AP Sales) & Senior Agency Partner Sales (Sr AP Sales)
Key Responsibilities
- **Agent Management & Recruitment**
- Hire, develop, and manage agents.
- Conduct training programs and career seminars for agents.
- Improve agent engagement and productivity.
- **Sales & Business Development**
- Achieve higher sales targets and persistency levels.
- Ensure optimal product mix adherence.
- Drive field demonstrations (FODs) and performance reviews.
- **Customer Engagement**
- Ensure strong client relationship management and high customer satisfaction.
- Conduct periodic customer meetings and engagement activities.
KPIs & Targets
- Higher business targets compared to ADM.
- Must have created at least 3-4 MDRTs in their career.
Experience & Qualifications
- Minimum 7 years of experience, with at least 5 years in Life Insurance sales (Agency Channel).
- Age No upper limit specified.
- Must be currently employed in BFSI/Structured Company.
Branch Manager (BM)
Key Responsibilities
- **Team Leadership & Performance Management**
- Manage a unit of 10 ADMs, Sr AP Sales, and AP Sales.
- Drive team performance through motivation, coaching, and skill-building.
- Ensure team meets individual and collective sales targets.
- **Training & Development**
- Provide necessary training, growth opportunities, and performance reviews.
- Conduct field activities alongside the team to improve effectiveness.
- **Operational Responsibilities**
- Develop a strong, high-performing team.
- Ensure compliance with company standards.
KPIs & Targets
- No direct sales targets; responsible for team performance and business growth.
- Ensure the unit meets a business target of over 2 Cr.
Experience & Qualifications
- Minimum 10 years of experience, with at least 2 years as a Branch Manager.
- Must have managed a direct team (not agents) for at least 1-2 years.
- Prior experience managing a unit of at least 7 people.
Office Head (OH)
Key Responsibilities
- **Strategic Leadership & Business Development**
- Oversee business strategy, regional expansion, and high-level decision-making.
- Ensure alignment of company vision and sales objectives.
- Drive overall office leadership, including trainers, BMs, and ADMs.
- **People & Performance Management**
- Ensure career path visibility for all employees.
- Maintain a positive and high-performance work environment.
- Develop future leaders within the organization.
- **Stakeholder Management**
- Collaborate with senior management and external stakeholders.
- Ensure smooth execution of business policies.
KPIs & Targets
- Responsible for overall office health, productivity, and employee engagement.
- Ensure business targets are consistently met across units.
Experience & Qualifications
- Minimum 14 years of experience, with at least 6 years in team management.
- At least 4 years as a BM managing multiple teams.
- Must have managed at least 2 BM units along with one direct unit.
