Agency health business

3 days ago


india Arting Digital Private Limited Full time
Job Description

Job title: Agency health business


  experience: 1-1.5yrs 

Budget: 4.5LPA 


Location: Ludhiana, Chandigarh
work mode: on site 
Primary skills: CASA,Mutual funds,broking company 
Qualification: any graduation.
  • Roles and Responsibilities:

  •     Business Development:
  •     Develop and execute strategic plans to achieve sales targets and expand market presence.
  •     Identify and pursue new business opportunities through open market channels and agency networks.
  •  Build and maintain strong relationships with key stakeholders, including brokers, agents, and financial institutions.
  •   Channel Management:

  • ·Manage and nurture relationships with agency channels and direct sales teams.
  •    Implement effective channel strategies to maximize productivity and revenue generation.
  •  Provide training and support to agents and channel partners to ensure understanding of products and sales techniques.
     
  •    Product Promotion:

  •   Promote and sell health insurance products, CASA (Current Account and Savings Account), mutual funds, and other financial products/services.
  • Conduct promotional activities, presentations, and seminars to increase product awareness and market penetration.
  •    Operations Management:
  •    Oversee day-to-day operations related to agency health business, ensuring compliance with regulatory standards and company policies.
  •    Monitor sales performance metrics, analyze data, and prepare reports for management review.
  •   Drive efficiency and productivity improvements within the business unit.
     
  • Customer Relationship Management:

  • Ensure high levels of customer satisfaction through effective service delivery and resolution of customer issues.
  •   Collaborate with internal teams (such as underwriting, claims, and customer service) to enhance customer experience and retention.
     
  •     Skills and Qualifications:

  •      Proven experience (3-5 years) in agency health business management, preferably in the insurance, banking, or financial services sector.
  •       Strong understanding of open market, agency channel, and direct channel operations.
  •        Knowledge of CASA products, mutual funds, and broking company operations.
  •       Excellent communication, negotiation, and interpersonal skills.
  •      Ability to lead and motivate a team towards achieving business goals.
  •         MBA or equivalent degree in Business Administration, Finance, or related field preferred.

Requirements
CASA

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