Role Location Managing Partner (AVP), Kotak Agency - Field Sales (L6)
Experience:: 7-12 yrs
KRAs
End-to-end ownership for MP & AP performance
- Owns the budgets for the location
- Has a self-goal sheet to Lead by Example and have adequate SOC
- Networks continuously to get good FT-APs from Market
- Ensure APs and LAs incomes in location exceed benchmarks
- Coach MPs and APs on management/sales skills and growth opportunities
- Contact APs who are falling short of CMC criteria to re-activate them
- Works closely with the training team to organize regulatory and skill development programs
- Propagates the career option amongst the LAs in the branch
- Owns the Rookie AP induction and development program
- Arrange/attend outdoor promotional events and seminars on recruitment, awareness, customer events, HNI priority etc.
- Grow the representation of advisors and BAs from his location on Conventions, MDRT, and R&R; etc.
- Ensure the desired product mix of the Branch
- Deal with and escalate compliance issues
Key Competencies
- Team Leadership
- Planning and Organizing
- Conceptual thinking
Education and experience Candidate should be a graduate, with sales experience of 6-8 years, preferably in life insurance sector