Relationship Manager - Broca

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 USPs
• 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 partners branch

• CLIENT ADVOCATE: Leverages the benefits & positioning of MLI products & servicesand 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

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 USPs
• 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 partners branch

• CLIENT ADVOCATE: Leverages the benefits & positioning of MLI products & servicesand 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