Development Manager

Role Overview

This role focuses on leading and expanding a network of independent Life Insurance Advisors/Agents to meet sales targets effectively within the Agency Channel, as well as engaging in related sales roles across Bancassurance and Direct Sales channels.

Core Job Functions

Agency Channel - Unit Manager / Development Manager

• Identify and onboard high-calibre insurance advisors and financial planners.
• Provide comprehensive training on product expertise, regulatory compliance, and sales strategies.
• Support advisors by joining client interactions to boost sales closures and generate leads.
• Supervise advisor performance ensuring quality standards and compliance are maintained.

Bancassurance Channel - Relationship Manager / Financial Services Consultant

• Collaborate with ICICI Bank branches and partner banks to cross-sell life insurance products to their existing clientele.
• Guide clients through financial planning consultations recommending products like ULIPs, term insurance, and retirement plans.
• Manage sales conversions, resolve client inquiries, and oversee the policy issuance lifecycle.
• Build enduring relationships with banking customers to encourage business retention and referrals.

Direct Sales Channel - Direct Sales Executive / Graduate Trainee

• Drive direct sales by engaging prospects through company leads, personal networks, cold calls, and field visits.
• Assess client requirements to tailor insurance and investment product proposals.
• Facilitate the application process including documentation and submission assistance.