Relationship Management :
- Build strong relationship with the Partner leaders and teams below ( ZHs / RHs / BMs ) . Generate sub-broker meetings from them.
- Train the partners and their sub-brokers regularly on various new products and initiatives
Business Development :
- Drive sales of insurance products through the sub-brokers by explaining them on the various benefits for them and their clients.
- Activate maximum number of RMs and their sub-brokers for insurance sales on a monthly basis
- Achieve annual business targets
Service Management - Provide excellent service to the sub-brokers and teams on their cases to increase their wallet share of our products.
Login the cases on time by completing all documentation
Channel Management :
- Ensure smooth issuance of all cases from start to finish
- Maintain and increase persistency of the cases sold
- MIS/Business Support
- Prepare and send daily report on meetings and sales numbers to all stakeholders
- Track the status of logged in policies in the central MIS
- Update on the tasks assigned for driving focused business through the task MIS
- Maintain and update the persistency data of the assigned cases
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