Business Development Executive (CRM Sales)
Rs 3 - 4 lakhs p.a.peerless financial products distribution ltd.
Key Roles & Responsibilities
Drive business growth through the Agency Channel by recruiting, developing, and managing agents.
Identify and onboard new agents to expand market reach and revenue.
Build strong, long-term relationships with agents to ensure sustained business performance.
Achieve assigned sales targets, revenue goals, and productivity metrics for the agency channel.
Plan and execute channel development strategies in line with organizational objectives.
Conduct regular meetings, training programs, and engagement activities for agents.
Monitor agent performance and provide continuous guidance, coaching, and motivation.
Support agents with product knowledge, sales tools, and marketing initiatives.
Track market trends, competitor activities, and customer feedback to identify new opportunities.
Ensure compliance with company policies, regulatory guidelines, and internal processes.
Prepare and submit periodic MIS reports on agency performance, pipeline, and closures.
Coordinate with internal teams (Operations, Underwriting, Finance, HR) for smooth business execution.
Key Performance Indicators (KPIs)
Agent onboarding and activation
Revenue and target achievement
Agent productivity and retention
Market expansion and penetration
Requirements
Key Skills & Competencies
Strong business development and channel management skills
Excellent communication, negotiation, and interpersonal abilities
Result-oriented with strong analytical and problem-solving skills
Ability to manage multiple agents
Proficiency in MS Excel, PowerPoint, and CRM tools
Qualifications & Experience
- Graduate
- 1–3 years of experience in business development or channel sales
- Prior experience in handling Agency / Intermediary Channel is mandatory
- Local Candidate Preferred
Benefits
CTC: ₹3.0 – ₹4.0 LPA
Statutory Benefits: PF & ESI, as per applicability
Bonus: Statutory Bonus
Insurance Benefits: Group Medical Cover (GMC) & Group Term Insurance (GTI), as per policy
Mobile & Conveyance: Reimbursement / allowance as per company norms
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