Depending on the channel for which you will be selected, following will be the responsibilities.

Responsibilities in Direct Channel:

1. Increase top of the funnel by driving periodic BTL activities to generate the prospect base through natural market, RD support & corporate worksites
2. To contact the qualified prospects on an ongoing basis to maximize face-to-face meetings with the prospects
3. Adopt a need based selling approach (basis the financial Needs Analysis), catering to the customer's profile and his/her needs
4. Rigorous & timely follow- up on all prospects that are in the work in progress stage
5. Update & enrich prospect information in the leads Management System (LMS) / VYMO
6. Track performance at all times in the LMS/ VYMO & strive to maximize process efficiency (i.e. meetings %, prospect - conversion %)
7. Generate referrals from prospects/ customers and build own pipeline and increase the size of the funnel
8. Assist & coordinate with the customers for the medical formalities, collection of documents etc. to facilitate smooth policy issuance
9. Ensure that all procedural requirements for policy issuance are complete & correct
10. Track the policies that have been logged in the branch to ensure speedy Issuance

Responsibilities in Agency Channel:

1. Primary Responsibility is to recruit agents as per plan.
2. Activate agents on a monthly basis as per given plan.
3. Ensure Active Advisor productivity is maintained as per the plan.
4. Generate Revenue and Acquire New Customers.
5. Ensure 2 Joint Calls are made on a daily basis.
6. Review with Reporting Manager on a Weekly Basis.
7. Conduct Meetings with reporting Agents on an ongoing basis.