Unit Manager Insurance
Unit Manager Insurance
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Job Description
Job Description
Location: Jayanagar Bangalore
Role Summary
We are seeking a proactive and goaloriented Unit Manager Insurance to expand and strengthen our insurance business by enrolling and empowering existing NJ Wealth Mutual Fund distributors to be POSP (Point of Sales Person) or BQP (Business Qualified Person). The role involves strategic planning relationship management and achievement of business targets through effective collaboration and execution.
Key Responsibilities
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Partner Engagement & Recruitment:
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Identify and onboard existing NJ Wealth Mutual Fund partners as POSP or BQP to initiate and expand insurancerelated business activities.
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Explain the benefits process and scope of the POSP/BQP roles effectively to ensure partner enrollment.
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Strategic Planning:
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Collaborate with Senior Managers to devise and implement strategies for the development of insurance products within the branch.
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Drive and monitor progress on recruitment and insurance sales targets.
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Relationship Management:
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Build and nurture positive working relationships with partners to promote longterm business growth.
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Provide support to the POSP / CIA to achieve their goals.
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Product Promotion:
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Focus on the promotion and sales of both Life and NonLife Insurance products.
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Ensure a thorough understanding of insurance products to guide and assist partners effectively.
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Business Targets:
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Achieve recruitment targets for POSP/BQP roles.
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Drive the sales and penetration of insurance products within the assigned branch/region.
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Product basket:
- Life insurance products from leading life insurers
- General insurance products especially Health Motor & Personal Accident from leading general insurers
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Postgraduate with a minimum of 3 years of relevant experience OR Graduate with a minimum of 5 years of relevant experience in insurance or related financial services (Candidates with slightly lesser or greater experience may also be considered based on overall fit)
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Strong communication and relationship management skills
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Experience in handling insurance products (Life or General)
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Ability to influence and drive business through partner networks
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Salesdriven mindset with strategic planning capabilities
Employment Type
Full Time
