Job Description
Position
ARM / RM
Location
Department
Broca
Function
Broca sales
Reporting to
Area Head
Band
5, 5B
JOB SUMMARY :
Implement the strategy to setup and develop the Broking Channel in the designated territory. Setup and manage a pool of 8-10 branches of Partner and managing revenue from these set of branches
KEY RESPONSIBILITIES :
- Identify potential leads and sources for prospective customers
- Connect with respective branches of these partners & organize training for employees and channel partners
- Generate leads through joint calls along with partner employee / sub partner
- Ensure quality business is sourced from the branches / sub partners of the partner
- Ensure contracting of Partner with Max Life for process / Products / Technology
- Develop understanding of products & coach staff on product USP's
- Ensure Product mix and control leakage and persistency
- Extending external networks with Key insurance distributors across in partner branches and increasing MLI wallet share
- Proactive distribution engagement with decision makers for running effective operations in business partnership
ACCOUNTABILITIES :
INDUSTRY KOWLEDGE : Brings through knowledge of the Industry, understands the challengers & provides strategic direction. Conducts, Educates & shares knowledge with the partners on growing their businessCLIENT RELATIONSHIP : Proactively identifies, approaches and enhances strong relationship with key executives, decision makers and influencers at partner's branchCLIENT ADVOCATE : Leverages the benefits & positioning of MLI products & services and able to recognise an opportunity.Measures of Success :
Business Plan :
Adj MFYP (Rs.) - Plan v / s Actuals
Customer Score : Quality
13th month Persistency (%)GIRActivation od Partner Branches
Key competencies / skills required
Excellent Written, presentation & communication skillsExceptional consultative & interpersonal skillsStakeholder managementFull understanding / experience of handling partnerExperience in managing strategic initiative s / programs / trainingsCoaching the Partner employeesDESIRED QUALIFICATION AND EXPERIENCE :
Graduate with 2 to 3 years of experience in sales or distributor management, Prior experience in insurance essential.Result Orientation, Customer Centricity, Problem Solving,TARGET COMPANIES / INDUSTRY :
Partnership distribution / Broking Sales & BD professionals from ICICI Pru, HDFC Life, TATA AIA, ABSLI, BALICJob Description
Position
ARM / RM
Location
Department
Broca
Function
Broca sales
Reporting to
Area Head
Band
5, 5B
JOB SUMMARY :
Implement the strategy to setup and develop the Broking Channel in the designated territory. Setup and manage a pool of 8-10 branches of Partner and managing revenue from these set of branches
KEY RESPONSIBILITIES :
Identify potential leads and sources for prospective customersConnect with respective branches of these partners & organize training for employees and channel partnersGenerate leads through joint calls along with partner employee / sub partnerEnsure quality business is sourced from the branches / sub partners of the partnerEnsure contracting of Partner with Max Life for process / Products / TechnologyDevelop understanding of products & coach staff on product USP'sEnsure Product mix and control leakage and persistencyExtending external networks with Key insurance distributors across in partner branches and increasing MLI wallet shareProactive distribution engagement with decision makers for running effective operations in business partnershipACCOUNTABILITIES :
INDUSTRY KOWLEDGE : Brings through knowledge of the Industry, understands the challengers & provides strategic direction. Conducts, Educates & shares knowledge with the partners on growing their businessCLIENT RELATIONSHIP : Proactively identifies, approaches and enhances strong relationship with key executives, decision makers and influencers at partner's branchCLIENT ADVOCATE : Leverages the benefits & positioning of MLI products & services and able to recognise an opportunity.Measures of Success :
Business Plan :
Adj MFYP (Rs.) - Plan v / s Actuals
Customer Score : Quality
13th month Persistency (%)GIRActivation od Partner Branches
Key competencies / skills required
Excellent Written, presentation & communication skillsExceptional consultative & interpersonal skillsStakeholder managementFull understanding / experience of handling partnerExperience in managing strategic initiative s / programs / trainingsCoaching the Partner employeesDESIRED QUALIFICATION AND EXPERIENCE :
Graduate with 2 to 3 years of experience in sales or distributor management, Prior experience in insurance essential.Result Orientation, Customer Centricity, Problem Solving,TARGET COMPANIES / INDUSTRY :
Partnership distribution / Broking Sales & BD professionals from ICICI Pru, HDFC Life, TATA AIA, ABSLI, BALICSkills Required
Training, Sales, Coaching, Stakeholder Management, Distributor Management
