Relationship Manager

Position ARM RM Location Department Broca Function Broca sales Reporting to Area Head Band 5 5B JOB SUMMARY 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 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 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 Position ARM RM Location Department Broca Function Broca sales Reporting to Area Head Band 5 5B JOB SUMMARY 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 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 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