Job Descriptions

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.

Job Descriptions

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.