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 & servicesand 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
Competencies
Caring
Collaboration
Customer Obsession
Growth Mindset
Professional Drive (Achievement orientation, planning and organizing, problem solving)
Functional Knowledge (Understanding of work related concepts, know How)
Conversational skills (Persuasiveness, listening, comprehension and articulation)
Stability (No. of years of experience / No. of companies) (≥4 = 4, 3.9 - 2.5 = 3, 2.49 - 1.5 = 2, ≤1.49 = 1)
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 & servicesand 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
