Relationship Manager

3 days ago

Nashik, India Max Life Insurance Full time

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 benefits & 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

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