Relationship Manager - Broca

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 :

Measures of Success :

Business Plan :

Adj MFYP (Rs.) - Plan v / s Actuals

Customer Score : Quality

Activation od Partner Branches

Key competencies / skills required

DESIRED QUALIFICATION AND EXPERIENCE :

TARGET COMPANIES / INDUSTRY :

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 :

ACCOUNTABILITIES :

Measures of Success :

Business Plan :

Adj MFYP (Rs.) - Plan v / s Actuals

Customer Score : Quality

Activation od Partner Branches

Key competencies / skills required

DESIRED QUALIFICATION AND EXPERIENCE :

TARGET COMPANIES / INDUSTRY :

Skills Required

Training, Sales, Coaching, Distributor Management, Stakeholder Management