Relationship Manager/Cluster Sales Manager

Responsibilities

1. Monthly Onboarding of New IRDA Agents (Health Focused)
   • Drive recruitment and onboarding of new IRDA-certified agents with a strong emphasis on health insurance products.
   • Conduct training sessions to ensure agents understand product features, compliance, and sales processes.
2. Month-on-Month Achievement of Retail Health GWP Targets
   • Ensure consistent achievement of Gross Written Premium (GWP) targets from newly onboarded agents.
   • Monitor performance metrics and implement corrective actions to meet monthly goals.
3. Identify Upselling and Cross-Selling Opportunities
   • Analyze customer portfolios to identify opportunities for additional health products or complementary insurance plans.
   • Collaborate with agents to maximize revenue through strategic product positioning.
4. Maintain Business Hygiene.
   • Ensure compliance with regulatory guidelines and internal policies.
   • Maintain accurate documentation, timely reporting, and adherence to quality standards.
   • Monitor persistency and renewal ratios to maintain portfolio health.
5. Health Product Training for Onboarded Agents.

• Conduct structured training sessions for newly onboarded IRDA agents focused on health insurance products.
• Ensure agents understand product features, benefits, underwriting guidelines, and compliance requirements.
• Provide sales enablement tools and best practices to improve conversion rates.
• Organize refresher courses and update agents on new product launches or regulatory changes**.**

Qualifications

• Graduate/Postgraduate in any discipline (MBA preferred).
• 2–5 years of experience in Agency sales.