Agency Development Manager

Kotak Life Insurance; Bareilly; On-site; INR 500,000 - 800,000; Full time

Benefits offered by this job

Path into management

High income potential

Helping others reach potential

Job summary

Kotak Life Insurance is seeking a Managing Partner/CFM/SMP/BMP for the Agency Channel in India. The role focuses on leading recruitment events, coaching teams, and driving performance through structured onboarding and field activity.

Ideal candidates have a graduate degree and at least 1 year of sales experience, with the opportunity to advance into management tracks within the organization.

Qualifications

• The candidate must be a graduate.
• Minimum 1 year of sales experience is mandatory.

Responsibilities

• Organize and run recruitment events for APs and LAs.
• Be an expert in the recruitment process to identify prospective LAs and APs for the unit.
• Conduct review discussions / wake-up meetings as required.
• Plan goals and performance needs for APs periodically.
• Coach and develop APs through Train-Audit-Retrain cycles.
• Handle selection to onboarding process of APs and onboard them.
• Take responsibility of APs' income and financial metrics.
• Help in prospecting/suspecting activities in the field.
• Act as a product Subject Matter Expert and participate in joint field work.

Skills

Sales

Education

Bachelor's degree

Job description

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Job description for Managing Partner / CFM/ SMP/ BMP role-Agency Channel:

Recruiting:

• Organize and run recruitment events for APs and LAs.
• Be an expert in the recruitment process i.e. have the ability to identify the prospective LAs and APs for the unit.

Planning and Goal setting:

• Conduct review discussion/ wake-up meetings as and when required.
• Plan goals & performance needs for Aps in a periodic manner.
• Be an expert in the sales process and conduct mechanisms to build the same with one's team through periodic on-floor coaching
• Own the operational aspects of coding a new AP and day-to-day interactions with support functions whenever required.

Developing and Coaching:

• Successfully run the "Train-Audit-Retrain" cycle on the skills of the APs.
• Handle the Selection to on-boarding process of the APs.
• Take responsibility of the AP's income.
• Help whenever needed in prospecting/suspecting activity in the field.
• Operate as a product "Subject Matter Expert".
• Attend Joint field work actively.

Required Candidate profile:

• The candidate must be a graduate
• Must have minimum 1 year of Sales Experience (mandatory)

Perks and Benefits:

• Enjoying the opportunity to help others achieve their full potential in a rewarding career.
• The ability to leverage skills through teaching and coaching other financial service professionals.
• A defined pathway into management.
• The opportunity to earn a very high income.