Relationship Manager Broca

APP

Not Interested
Bookmark
Report This Job

profile Job Location:

Amritsar - India

profile Monthly Salary: Not Disclosed
Posted on: 30+ days ago
Vacancies: 1 Vacancy

Job Summary

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

Job DescriptionPositionARM/RMLocationDepartmentBrocaFunctionBroca salesReporting toArea HeadBand5 5BJOB 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 bran...
View more view more

Key Skills

  • Business Development
  • Sales Experience
  • Loyalty Marketing
  • Portfolio Management
  • Wealth Management
  • Financial Services
  • Algebra
  • Territory Management
  • Banking
  • Relationship Management
  • Customer relationship management
  • Geometry

About Company

Company Logo

THE FOOD, THE WHOLE FOOD AND NOTHING BUT THE FOOD

View Profile View Profile