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, BALICRole : Branch Sales Manager (B2B)
Industry Type : Insurance
Department : Sales & Business Development
Employment Type : Full Time, Permanent
Role Category : Enterprise & B2B Sales
Education
UG : Any Graduate
PG : Any Postgraduate
Skills Required
Sub, Business Planning, Lead Generation, Sales, Relationship, Client Relationship, Interpersonal Skills, Distribution Management