Relationship Manager Broca

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profile Job Location:

Nashik - India

profile Monthly Salary: Not Disclosed
Posted on: 7 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

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


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...
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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

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Max Life Insurance , A leading life insurance company in India, offers a range of life insurance plans and policies to ensure Lifetime Protection for you and your family.

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