Relationship Manager - Broca (147158)
Relationship Manager - Broca (147158)
Employer Active
Job Alert
You will be updated with latest job alerts via email
Share
Job Alert
You will be updated with latest job alerts via email
Job Description
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 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 & 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
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 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 & 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
Required Experience:
Manager
Employment Type
Full Time
