State Head Broca

Position: State Head Broca

Department: CABR

Reporting to Zone Head Broca

Band 4A

Location: Kolkata

KEY RESPONSIBILITIES: Will be responsible for managing broking partners mapped in the state(s).

Create and maintain engagement with state heads and other key broking offices / Management

Team members

Lead a team of state heads and monitor their input/output activity and ensure lead generation

through various sources

Increasing insurance awareness and product penetration among mapped sub-brokers/RM.

Increasing insurance penetration among broking staff members.

Suggest sizzlers and R&R platforms for broking employees who provide prospect leads as well as

for AXIS MAX LIFEs dedicated sales team

Suggest product synergies and capture partners various customer touch-points for insurance

sales opportunities

Provide accurate and timely competitor updates/best practices.

MEASURES OF SUCCESS:

Business Plan: - Adj MFYP (Rs.) - Plan v/s Actual

Activation Plan :- Seller Activation (%) - Plan Vs Actual

Collections:- 13th month Persistency (%) - >75%

Sales process Adherence: -

of CRM

Rhythm

Leakage & complaints

Effective Management of People

1. Talent Retention - 80%

2.G2V2 retention - >95%.

3. Engagement Score 90%

Customer centricity and satisfaction: -

Effective Management of Customer As per Plan

Key Relationships (Internal /External)

leaders

Team

3. Training Team

4. Planning & Analytics Team

5. Broking Management & Sales Team

Key competencies/skills required

Relationship Management Leading people Effective Management of Process

DESIRED QUALIFICATIONS AND EXPERIENCE:

Graduate / Post Graduate in Sales / Marketing

15 years of overall sales with a minimum of 8-10 years combined work experience in the

fields of Life insurance sales management Broking / Banca Sales Channel Management and/or

DSA relationships.

Position: State Head Broca

Department: CABR

Reporting to Zone Head Broca

Band 4A

Location: Kolkata

KEY RESPONSIBILITIES: Will be responsible for managing broking partners mapped in the state(s).

Create and maintain engagement with state heads and other key broking offices / Management

Team members

Lead a team of state heads and monitor their input/output activity and ensure lead generation

through various sources

Increasing insurance awareness and product penetration among mapped sub-brokers/RM.

Increasing insurance penetration among broking staff members.

Suggest sizzlers and R&R platforms for broking employees who provide prospect leads as well as

for AXIS MAX LIFEs dedicated sales team

Suggest product synergies and capture partners various customer touch-points for insurance

sales opportunities

Provide accurate and timely competitor updates/best practices.

MEASURES OF SUCCESS:

Business Plan: - Adj MFYP (Rs.) - Plan v/s Actual

Activation Plan :- Seller Activation (%) - Plan Vs Actual

Collections:- 13th month Persistency (%) - >75%

Sales process Adherence: -

of CRM

Rhythm

Leakage & complaints

Effective Management of People

1. Talent Retention - 80%

2.G2V2 retention - >95%.

3. Engagement Score 90%

Customer centricity and satisfaction: -

Effective Management of Customer As per Plan

Key Relationships (Internal /External)

leaders

Team

3. Training Team

4. Planning & Analytics Team

5. Broking Management & Sales Team

Key competencies/skills required

Relationship Management Leading people Effective Management of Process

DESIRED QUALIFICATIONS AND EXPERIENCE:

Graduate / Post Graduate in Sales / Marketing

15 years of overall sales with a minimum of 8-10 years combined work experience in the

fields of Life insurance sales management Broking / Banca Sales Channel Management and/or

DSA relationships.