Associate Vice President

Associate Vice President – Sales & Business Development

Position: Associate Vice President (AVP)

Department: Sales & Distribution

Location: Bhopal

Employment Type: Full-Time

Reporting To: Director

About Speedy Finvest

Speedy Finvest is one of Indias rapidly growing financial distribution companies, offering comprehensive financial solutions including Life Insurance, Health Insurance, Motor Insurance, Mutual Funds, PMS, Loans, Corporate Insurance, and Wealth Management. Our mission is to build Indias most trusted financial advisory platform through technology, customer-centricity, and professional excellence.

Job Summary

The Associate Vice President (AVP) will be responsible for driving business growth, leading high-performing sales teams, developing strategic partnerships, ensuring operational excellence, and achieving revenue targets across multiple financial product verticals. The role demands a dynamic leader capable of scaling business while maintaining exceptional customer satisfaction and regulatory compliance. Typical AVP roles combine strategic planning, team leadership, operational oversight, and stakeholder management.

Key Responsibilities

Business Development

• Drive overall business growth across Insurance and Wealth Management.
• Develop annual, quarterly, and monthly business strategies.
• Build strategic relationships with HNIs, corporates, channel partners, and institutions.
• Identify new business opportunities and expansion markets.
• Achieve assigned revenue and profitability targets.

Sales Leadership

• Recruit, train, and manage Branch Managers, Relationship Managers, and Sales Executives.
• Set KPIs and sales targets for individual teams.
• Conduct weekly sales reviews and performance meetings.
• Improve sales productivity through coaching and mentoring.
• Develop high-performing sales leaders.

Strategic Planning

• Design business expansion strategies.
• Develop market penetration plans.
• Monitor industry trends and competitor activities.
• Introduce innovative customer acquisition models.
• Lead special strategic initiatives.

Relationship Management

• Manage key corporate and HNI relationships.
• Strengthen insurer, AMC, NBFC, and banking partnerships.
• Ensure exceptional customer experience.

Operations & Compliance

• Ensure adherence to regulatory guidelines.
• Maintain process efficiency.
• Coordinate with underwriting and operations teams.
• Monitor service quality and turnaround time.
• Ensure documentation and compliance standards are maintained.

Digital Business Growth

• Support digital lead generation initiatives.
• Promote automation across sales processes.

Performance Management

• Monitor daily, weekly, and monthly MIS.
• Analyze sales data and business trends.
• Prepare management reports.
• Implement corrective action plans.

Key Performance Indicators (KPIs)

• Monthly Revenue Achievement
• Insurance Premium Collection
• Partner Activation
• Lead Conversion Ratio
• Customer Satisfaction
• Business Profitability
• Compliance Score

Qualification

• Graduate (Mandatory)
• MBA / PGDM (Preferred)
• IRDAI Certification (Preferred)
• AMFI Certification (Preferred)
• NISM Certifications (Preferred)

Experience

• 3-5 years in Financial Services, Insurance, Banking, NBFC, Wealth Management Minimum 2 years in Team Handling.
• Proven experience in Business Development.
• Experience in Channel Sales or Agency Development preferred.

Skills Required

• Leadership & Team Management
• Strategic Business Planning
• Sales Management
• Financial Product Knowledge
• Negotiation Skills
• Communication & Presentation
• Customer Relationship Management
• Data Analysis & MIS Reporting
• CRM Management
• Digital Sales Understanding
• Decision Making
• Problem Solving
• Stakeholder Management
• People Development

Preferred Industry Background

• Insurance
• Banking
• NBFC
• Financial Distribution
• FinTech

What We Offer

• Attractive Fixed Salary
• Performance-Based Incentives
• Leadership Development Programs
• Career Growth Opportunities
• Corporate Recognition Programs
• Learning & Certification Support
• Dynamic & Growth-Oriented Work Culture

Why Join Speedy Finvest

At Speedy Finvest, youll be part of a fast-growing financial services organization with a vision to become one of Indias leading financial distribution brands. We empower our leaders with ownership, innovation, and the opportunity to make a meaningful impact on customers financial well-being while building a rewarding career.