Relationship Manager - Broca

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Date: Dec 11, 2025

Location: Nashik, MH, IN

Company: maxlifeins

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 USP’s 

  • 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 partner’s 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 USP’s 

  • 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 partner’s 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