Role: Location Managing Partner, Kotak Agency - Field Sales (L6/7)

KRAs:

End-to-end ownership for MP & AP performance

1. Owns the budgets for the location
2. Has a self-goal sheet to Lead by Example and have adequate SOC
3. Networks continuously to get good FT-APs from Market
4. Ensure APs and LAs incomes in location exceed benchmarks
5. Coach MPs and APs on management/sales skills and growth opportunities
6. Contact APs who are falling short of CMC criteria to re-activate them
7. Works closely with the training team to organize regulatory and skill development programs
8. Propagates the career option amongst the LAs in the branch
9. Owns the Rookie AP induction and development program
10. Arrange/attend outdoor promotional events and seminars on recruitment, awareness, customer events, HNI priority etc.
11. Grow the representation of advisors and BA’s from his location on Conventions, MDRT, and R&R; etc.
12. Ensure the desired product mix of the Branch
13. 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

📌 Agency - Location Managing Partner/7 - Indore 3 (Khandelwal Business Park 2)
🏢 Kotak Life Insurance
📍 Indore