ICICI Prudential Life Insurance Job Profile Description - GPGI T

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ICICI Prudential Life Insurance – Job Profile Description"We Hire for attitude and train for Skills”Agency 2.0Job Description & Job SpecificationPosition TitleUnit Manager- DevelopmentChannelAgency 2.0FunctionSales & DistributionPosition Reports toSales Manager/ Area ManagerGradeI/2/3LocationAcross Maharashtra & GoaJob Description:1.Build Agency Distribution As a unit manager, your primary responsibility will be training & stimulating team of advisors togenerate business. The advisor performs the role of suspecting, prospecting & referencing to acquire new customers. 2.And generating new customer leads and building a robust pipeline for business generation.Achieve sales targets through advisorsJob Specifications:1.Financial Sales Profile - Provide on and off field support to advisors.2.Providing need based “Financial planning for customers”.3.Acquiring knowledge and developing skills on products and process through E-learning modules.4.Imbibe technology platforms to learn & educate about Financial Plans.5.Handling and managing customers and team members.6.Be self-motivated and drive to succeed7.Passion to learn and earn8.Sales orientation & willingness to extensively work outdoors9.Enjoys interacting with people and building relationships

Career Progression – Agency2.0Agency 2.0 is predominantly divided into three sections and the career path of each is mentioned below. At ICICIPrudential Life Insurance, the career progression framework has been designed to enable you grow in the sales role.It is transparent and linked to the individual & team performanceLevelWinGrowLead1 (I)Unit Mgr - RelationshipSr. Agency Mgr RelationshipUnit Mgr - Distribution Acquisition /Business AcquisitionDevelopment Mgr - DistributionAcquisition / Business AcquisitionAgency Mgr - Distribution Acquisition /Business AcquisitionSr. Agency Mgr - Distribution Acquisition /Business Acquisition3 (B)Asso. Business Mgr. Mgr RelationshipAsso. Business Mgr. Mgr - DistributionAcquisition / Business Acquisition4 (III)Sales Mgr - Relationship5 (IV)Area Mgr - Relationship6 (M1)Mgr - Relationship7 (V)Asso. Regional Mgr Relationship8 (VI)Regional Mgr - RelationshipUnit Mgr - BusinessDevelopmentDevelopment Mgr Business DevelopmentAgency Mgr - BusinessDevelopmentSr. Agency Mgr Business DevelopmentAsso. Business Mgr.Mgr - BusinessDevelopmentSales Mgr - BusinessDevelopmentArea Mgr - BusinessDevelopmentMgr - BusinessDevelopmentAsso. Regional Mgr Business DevelopmentRegional Mgr - BusinessDevelopment2 (I)Development Mgr Relationship2 (II)Agency Mgr - Relationship3 (A)Sales Mgr - Distribution Acquisition /Business AcquisitionArea Mgr - Distribution Acquisition /Business AcquisitionMgr - Distribution Acquisition / BusinessAcquisitionAsso. Regional Mgr - DistributionAcquisition / Business AcquisitionRegional Mgr - Distribution Acquisition /Business AcquisitionCompensation Structure:1.2.3.4.5.6.Fixed salary ( AGP)Annual Bonus based on performance ratingTop up bonus based on predefined performance criteriaMobile and Conveyance allowancesE-mediclaim& Group Term policyESIC benefitsLevelLead1 (I)Unit Mgr - Business Development2 (I)2 (II)3 (A)Development Mgr - BusinessDevelopmentAgency Mgr - BusinessDevelopmentSr. Agency Mgr - BusinessDevelopmentAGPExperiencein nceBased

ICICI Prudential Life Insurance – Job Profile Description"We Hire for attitude and train for Skills”Bancasurance Channel – ICICI BankJob Description & Job SpecificationChannelFinancial Services ManagerAssociate Financial Services ManagerSenior Associate Financial ManagerBancassuranceFunctionSales & DistributionPosition Reports toSales Manager/ Area ManagerLevel1/2LocationAcross Maharashtra & GoaPosition TitleJob Description:1.2.Lobby ManagementTop City & Integrated Markets Address & resolve financial queries of walk-in customers. Collect customer detailsPartner Engagement Build relationship with branch staff and support to the branch staffJob Specifications:1.Financial Sales Profile - Provide on and off field support to branch employees2.Providing need based “Financial planning for customers”.3.Acquiring knowledge and developing skills on products and process through E-learning modules.4.Imbibe technology platforms to learn & educate about Financial Plans.5.Handling and managing customers and team members.6.Be self-motivated and drive to succeed7.Passion to learn and earn8.Sales orientation & willingness to extensively work outdoors9.Enjoys interacting with people and building relationships

Career Progression&Compensation Structure – BancaasuuranceAt ICICI Prudential Life Insurance, the career progression framework has been designed to enable you grow in thesales role. It is transparent and linked to the individual & team performanceCompensation Structure:1.2.3.4.5.6.Srno1234567Fixed salary ( AGP)Annual Bonus based on performance ratingTop up bonus based on predefined performance criteriaMobile and Conveyance allowancesE-Mediclaim & Group Term policyESIC benefitsDesignationFinancial Services ConsultantAssociate Financial Services ManagerSenior Financial Services ManagerAssociate Key Relationship ManagerDeputy Key Relationship ManagerExecutive Key Relationship ManagerGBRMExperience ,0003,50,0003,50,000Level1123344Group Term MedicalCover7,50,0007,50,0007,50,0007,50,000ROMG- AGP1.51.72.753.253.25NANAPune Goa-AGP1.71.853L3L3LNANAIncentiveAs per monthly Incentive schemeAs per monthly Incentive schemeAs per monthly Incentive schemeAs per monthly Incentive scheme

Campus Placements – Process NoteICICI Prudential selection program is designed to identify the right attitude as a measure tofitment in the roles offered. Throughout the process our motto would be to check fitment inorganizations culture, candidate’s career aspirations through various judgment tools.Step-1 Personal profile of candidates in the below mentioned formatSrno.NameDOBExperience IfAnyHighestEducationPhoneNumberEmail IdAll candidates will be allocated a unique application ID and an email communication from ICICIPrudential will be sent to complete their personal profile on candidate portal at ICICI Prudentialcareer page.Step-2 Group Discussion / ExtemporeSrnoTopics1 NarendraModi - The New India2 Education System in India3 What is Mobile RecruitmentGroup Discussion or Extempore would be initiated where all participants would share theirviews/ opinion and their understanding of the subject matter.Score sheet would carry individualmarksStep-3 Written test would be conducted to general awareness about financial Industry, Insuranceindustry, ICICI Prudential Life Insurance.Step-4One – One behavioral InterviewsStep-5 Final ResultCumulative score of all would get the final selectionsStep-6 Offer Roll out Process at Regional HR and signing Code of conduct document

Agency 2.0 is predominantly divided into three sections and the career path of each is mentioned below. At ICICI Prudential Life Insurance, the career progression framework has been designed to enable you grow in the sales role. It is transparent and linked to the individual & team performance Level Win Grow Lead 1 (I) Unit Mgr - Relationship