Relationship Officer

Role SummaryThe Agency Development Manager is responsible for recruiting, developing, and managing a team of Life Insurance Agents/Advisors to drive business growth through the agency channel. The role focuses on building a high-performing advisor network, achieving sales targets, and ensuring high levels of customer satisfaction. Key Responsibilities1. Recruitment & LicensingIdentify, recruit, and onboard potential Life Insurance Advisors/Agents. Guide candidates through IRDA licensing procedures and certification. Build a strong advisor pipeline for sustainable business growth. 2. Training & DevelopmentProvide product, sales, and process training to new and existing advisors. Coach agents on sales techniques, customer needs analysis, and relationship building. Conduct regular performance reviews and skill-refresh sessions. 3. Sales & Target AchievementDrive sales through advisors to meet monthly, quarterly, and annual targets. Support advisors in generating leads, closing sales, and building a customer base. Review advisor performance and implement action plans for improvement. 4. Relationship ManagementMaintain strong relationships with advisors to ensure motivation and retention. Resolve agent queries and provide ongoing operational and sales support. Ensure high levels of customer satisfaction through effective service delivery. 5. Compliance & Process AdherenceEnsure all advisors follow company policies, ethical sales practices, and regulatory norms. Maintain accurate records and reports related to recruitment, training, and sales. Coordinate with internal teams for underwriting, claims, and customer service issues. Key Skills & CompetenciesStrong communication and interpersonal skills Ability to identify, motivate, and develop talent Sales and target-oriented mindset Good negotiation and influencing abilities Knowledge of life insurance products and regulatory guidelines Leadership and team-building skills Problem-solving and customer-centric approach Qualifications & ExperienceGraduation in any discipline (MBA preferred) 2–5+ years of experience in sales, agency development, or insurance (life insurance preferred) Experience in recruiting or team management is an advantage Key Performance Indicators (KPIs)Number of active advisors recruited and retained Sales targets achievement (FYP – First-Year Premium) Advisor productivity and activation ratio Training hours and advisor development metrics Compliance and process adherence score Salary & BenefitsCompetitive salary + performance-based incentives Travel allowances Health insurance & benefits as per company policy Career growth opportunities within the agency channel