Finance Advisor

Kotak Life Insurance

Develop various sources of agent hiring & build a team of agent & agent pipe line.

Conduct activity to enhance existing agent footfall to generate fresh referral for new agent hiring

Implementation of GOLD process and adhere to the business norms

Follow agent 9 pointer hiring mechanism & other hiring norms

Agent Development

Ensure product knowledge by ways of training

Field demonstration (FODs)

Development of agent prospecting habits, calling habits and work habits.

Work with agent on planning and reviewing of activities and goals.

Identify the training needs of the agent and work with Trainers to improve the same

Meet Business Targets

Achievement of monthly, quarterly & yearly business plans.

Improve agent productivity & persistency by regular PRP/IID/GID etc.

Ensure companies product mix sales ration and adhere to the business norms.

Maintain agent pro activity as per business plan

Customer Centricity

Be brand ambassador & a customer champion

Follow sales practice to develop deep customer loyalty

Hold periodical customer meet to understand customer pulse & need

Ensure customer queries are responded to satisfactorily as per Company standard.

Desired Competencies

Sourcing & Selection capability

Nurturing & Developing talent

Result orientation

Customer centricity

Planning & Execution

MOS:

Achievement of business plan & GPA

Recruitment / Development & Activation of agent as per plan.

Number of EC/MDRT agent

Minimum Education:

Graduate.

Candidate Specification

Age not less then 24 years

• Experience

  0 - 6 Years

• No. of Openings

  10

• Education

  Higher Secondary, Secondary School, Any Bachelor Degree

• Role

  Finance Advisor

• Industry Type

  Banking / Financial Services / Stock Broking

• Gender

  [ Male / Female ]

• Job Country

  India

• Type of Job

  Full Time

• Work Location Type

  Work from Home