Agency Development Manager

SkillLabs; Moradabad; On-site; INR 300,000 - 600,000; Full time

Job summary

SkillLabs in Moradabad is seeking a field sales executive to strengthen operational delivery, maximize agency business and customer acquisition, and collaborate with the Branch Operations Team to generate qualified leads. You will map customer needs and present suitable offerings while maintaining professional standards.

This role focuses on revenue growth through retention and new market initiatives, up-selling, and building sustainable relationships with customers while following compliance

Responsibilities

• Strengthen operational delivery to maximize agency business and customer acquisition.
• Deliver growth through revenue retention and generation initiatives.
• Collaborate with Branch Operations Team to generate customer leads.
• Achieve targets by partnering with Branch Operations.
• Identify new initiatives from existing customers and untapped markets.
• Leverage vectors to achieve targets.
• Manage customer parameters and persistency for sales.
• Manage product mix as agreed from time to time.
• Track competition on products, structure and initiatives.
• Ensure compliance with guidelines laid down by Compliance Team.
• Build sustainable relationships through open communication with existing customers.
• Determine clients’ needs and financial situations by fact-finding appointments and assessing present coverage and investments.
• Ensure segmented product-based campaigns.
• Follow communication procedures, guidelines & policies.
• Keep records of field Sales Calls and Home Visits.
• Use appropriate solutions and up-selling methods.
• Perform follow-ups to ensure customer satisfaction and query resolution/ taking references.
• Provide accurate, valid, and complete information by using the right methods/tools

Job description

Roles and Responsibilities :-

• Strengthen Operational delivery to maximize Agency business/ Customer acquisition.
• Deliver Growth through revenue retention and generation initiatives
• Collaborate with Branch Operations Team to generate Customer Leads.
• Achieve target by Collaborating with Branch Operations team.
• Derive new initiative through the existing customer base / new untapped market to bring new sales.
• Leverage vectors to achieve targets.
• Manage Customer Parameters – Persistency for sales done through
• Manage Product mix as agreed from time to time.
• Track competition on products, structure, and initiatives
• Compliance – To ensure and function as per the guidelines laid down by Compliance Team
• Build sustainable relationships and trust with existing customers through open and interactive communication
• Determine clients’ particular needs and financial situations by scheduling fact-finding appointments and determining the extent of present coverage and investments.
• Ensure Segmented product-based campaigns
• Follows communication procedures, guidelines & policies
• Keep records of field Sales Calls and Home Visits
• Use appropriate solutions and up-selling methods
• Perform follow-ups to ensure customer satisfaction and query resolution/ Taking References
• Provide accurate, valid, and complete information by using the right methods/tools