A Position Overview

Position Title

Assistant Manager - Agency Business Associates

Department

Business Associate Model – Agency Sales

Level/ Band

301- Assistant Manager

Role Summary: Strengthens distribution by identifying potential leaders and ensures compliance to all internal processes and other compliance standards as set by the Company or the Regulator.

B Organizational Relationships

Reports To

Branch Manager

Supervises

NA

C Job Dimensions

Geographic Area Covered

Defined Branch

Stakeholders Internal

Agency Sales Training

Branch Operations

Distribution Operations

External

BAs and Advisors

D Key Result Areas

· Strengthen distribution by identifying potential leaders

· Support and manage the BAs in Recruitment & Training of Advisors.

· Manage Advisor career progressions and create a pool of Premier Advisors

· Ensure Retention of Advisors by constantly engaging with them and their leaders

· Drive profitable business by maintaining the desired product mix as prescribed by the company from time to time

· Drive growth in New Business Premium (NBP)





· Ensure good quality of business by ensuring collection of modal FYP as well as Renewal Premiums

· Coach, Train and support the reporting managers (if any) as well as monitor and review their performance on a regular basis

· Ensure compliance to all internal processes and other compliance standards as set by the Company or the Regulator.

· Participate in risk mitigation plans, contingency planning, and business continuity programs by executing and reporting within defined timelines. Highlight and recommend process gaps, flaws and process changes.

F Skills Required

Technical

§ Valuable Knowledge of MS Office / MS Excel

Behavioral

Essential

Desired

Interpersonal skills

·

Communication skills

·

Creative thinking skills

·

Supervising/Leadership skills

·

Teamwork Skills

·

Influencing skills

·

Relationship Building skills

·

Decision making skills

·

G Incumbent Characteristics

Essential

Desired

Qualification

Graduate Skills

📌 Assistant Manager - Agency Business Associates (Bhavnagar)
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📍 Bhavnagar