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 perks & 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
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
📌 Relationship Manager - Broca (Odisha)
🏢 Axis Max Life Insurance
📍 Odisha
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