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Relationship Manager - Broca

Relationship Manager - Broca

ConfidentialGhaziabad
25 days ago
Job description

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 business
  • CLIENT RELATIONSHIP  Proactively identifies, approaches and enhances strong relationship with key executives, decision makers and influencers at partner s branch
  • CLIENT 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 (%)
  • GIR
  • Activation od Partner Branches

    Key competencies / skills required

  • Excellent Written, presentation & communication skills
  • Exceptional consultative & interpersonal skills
  • Stakeholder management
  • Full understanding / experience of handling partner
  • Experience in managing strategic initiative s / programs / trainings
  • Coaching the Partner employees
  • DESIRED 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, BALIC
  • Role :   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

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