Pro Capital

Job Summary: We are hiring an Agency Development Manager to recruit, train, and lead a team of insurance advisors. The ADM will be responsible for driving sales through the agency network and meeting business targets. Key Responsibilities: Recruit and activate insurance agents Train and develop agents on products and sales techniques Drive insurance sales through the agency team Monitor agent performance and ensure target achievement Maintain compliance and documentation

Build and maintain relationships with clients for insurance sales Identify customer needs and recommend suitable insurance products Achieve monthly/quarterly sales targets Handle client queries and provide excellent after-sales service Generate leads through various channels (field, referrals, cold calls) Ensure timely policy issuance and documentation Stay updated on insurance products and market trends Coordinate with internal teams for smooth processing Maintain regular follow-ups and client engagement

Key Responsibilities : Corporate Governance : Ensure compliance with Companies Act, SEBI, LODR, and other laws. Board Meetings : Organize meetings, prepare agenda, and maintain minutes. Regulatory Filings : File with ROC, SEBI, Stock Exchanges, etc. Secretarial Duties : Maintain statutory registers and provide Board support. IPO Management : Liaise with legal advisors, bankers, and regulators Handle SEBI compliance & disclosures Manage pre-IPO and post-IPO documentation Prepare draft prospectus and other filings Manage investor communications Compliance Monitoring : Ensure legal, regulatory, and insider trading compliance. Annual Report : Oversee preparation and submission. Stakeholder Liaison : Act as contact point for regulators, shareholders, and others. Corporate Communication : Handle shareholder communications (dividends, AGM, etc.)

Job Responsibilities: Manage and organize all loan documentation and files (physical & digital). Coordinate with sales, credit, and operations teams for smooth loan processing. Follow up with clients for missing documents or signatures. Ensure timely submission and dispatch of loan files to concerned authorities. Maintain MIS reports and update loan tracking systems regularly. Handle data entry, loan application checks, and verification coordination. Assist in audits and compliance checks related to loan documentation.

Key Responsibilities: Lead and manage a team of field sales executives for loan product sales (personal loans, business loans, etc.). Drive business through direct sourcing, channel partners, and DSAs. Identify and develop new customer acquisition strategies in the assigned territory. Achieve monthly and quarterly sales targets. Monitor sales performance and ensure high productivity from the team. Ensure proper documentation and coordinate with credit and operations teams. Train and motivate the team for better performance and compliance. Build strong customer relationships and ensure repeat business.

1. Agent Recruitment & Onboarding Identify and recruit potential agents through various sources like references, job portals, and field activities. Conduct interviews and select suitable candidates as per company standards. Ensure proper documentation and onboarding process. 2. Training & Development Provide initial and ongoing training to agents on insurance products, sales techniques, and compliance. Organize periodic workshops and skill development sessions. Ensure agents are IRDAI certified and compliant. 3. Performance Management Set clear targets and monitor performance of agents. Conduct regular reviews and provide feedback. Identify underperforming agents and take corrective action. 4. Sales & Business Development Drive business through the agency channel to achieve monthly and annual sales targets. Help agents plan and execute marketing and client acquisition activities. Ensure high levels of customer satisfaction and service. 5. Reporting & Compliance Maintain accurate records of agent performance and activity. Submit regular reports to senior management. Ensure all sales and recruitment processes follow company policies and regulatory guidelines.

Key Responsibilities: Develop and manage long-term relationships with clients (individuals or corporate). Understand clients insurance requirements and provide appropriate product solutions (Life, Health, General, or Group Insurance). Achieve monthly and annual sales targets. Generate new business through referrals, networking, cold calling, and other sources. Assist clients in selecting suitable insurance plans based on their financial goals and risk profile. Facilitate smooth policy issuance, documentation, renewals, and claims process. Monitor portfolio performance and ensure customer retention. Organize client meetings, product presentations, and awareness sessions. Maintain regular communication with existing clients for upselling and cross-selling opportunities. Keep up-to-date with insurance product knowledge and market trends.