Job TitleDeputy Regional Manager - BrokingLocationAcrossDepartmentCorporate Agency & BrokingFunctionBroking – Emerging

Reporting toHead – EmergingBand4BFunction Summary The incumbent has to be self- starter, motivated to hunt, build and deliver current partnerships which will be instrumental in the success of the organization. Implement the strategy to setup and develop Broking channel in the designated territory. Manage a pool of 80-100 branches of partner and managing revenue from these set of branches.

Job Summary:

ü Should be self-starter, motivated to hunt and deliver new partnerships ü Manage a pool of 8 – 10 branches of partner ü Managing revenues from given branches ü Implement strategies to develop Brocking channel

Key Responsibilities/ Key Deliverables:

ü To identify potential distributor in BROCA space, in line with channel strategy for profitable growth /successful on boarding & launch of partners ü Lead a team of AMs motivate, coach, mentor and train them and drive business performance as per the defined PMS ü Design and implement field choreography and take corrective measures where-ever necessary ü Connect with respective branches of these partners and organize training for partners.

ü Generate leads through joint calls along with partner employee/sub partners ü Ensure quality business is sourced from the branches/sub partners of the partners ü Growing MLI wallet/ counter share in each branch ü Ensure product Mix and control leakage ü Gather, report and communicate Partner’s feedback on service, technology and product delivery ü Keep leadership abreast with industry and market trends and best practices ü Extending external networks with Key insurance distributors across in partner branches and increasing MLI wallet share ü Implement a performance management and rewards system

Measures of Success:

Business Plan





ü Adj MFYP (Rs.) - Plan v/s Actuals ü Customer Score:

ü Partner Activity ü Quality of Business ü 13th month Persistency (%)

ü GIR

Key Responsibilities/ Key Deliverables:

ü To identify potential distributor in BROCA space, in line with channel strategy for profitable growth /successful on boarding & launch of partners ü Lead a team of AMs motivate, coach, mentor and train them and drive business performance as per the defined PMS ü Design and implement field choreography and take corrective measures where-ever necessary ü Connect with respective branches of these partners and organize training for partners.

ü Generate leads through joint calls along with partner employee/sub partners ü Ensure quality business is sourced from the branches/sub partners of the partners ü Growing MLI wallet/ counter share in each branch ü Ensure product Mix and control leakage ü Gather, report and communicate Partner’s feedback on service, technology and product delivery ü Keep leadership abreast with industry and market trends and best practices ü Extending external networks with Key insurance distributors across in partner branches and increasing MLI wallet share ü Implement a performance management and rewards system

Desired qualification and experience

· Graduate / Post Graduate with 5 to 7 years of experience in partnership distribution, Broca, distributor management, Prior experience in insurance essential.

· Result Orientation, Customer Centricity, Managerial Expertise, Problem Solving, Role Modeling Core Values

KNOWLEDGE / SKILLS / ABILITIES

· Excellent Written, presentation & communication skills

· Exceptional consultative & interpersonal skills

· Stakeholder management

· Influencing without authority

· Full understanding / experience of handling entire life cycle of a deal from initiation to successful completion

📌 Deputy Regional Manager - Broking (West Bengal)
🏢 Axis Max Life Insurance
📍 West Bengal