▷ (08/10/2025) Partner - OH_Greenfield

18 hours ago


Bhatinda India Max Financial Services Full time

Job Description Job Description Job Code: Position Partner - Office Head Reporting To Regional Manager Department Agency Function Agency Sales Location Band 3 Job Summary: - Responsible for productivity of the Agency Office - Agent Recruitment and Development - Attaining sales goals, delivering exceptional customer service, and growing the office's revenues YoY Key Responsibilities/ Key Deliverables: - To meet the revenue targets for the Branch - To track the productivity measures as per the GPA : Premium per agent , case rate , persistency, Paid cases per agent , CSG Calls , Retention Rate and annual WFYPstandards. - To identify ,interview and select new Agency Development Managers - Conduct weekly performance review (PRP) for ADMs - To ensure retention of FLS by formulating their development plans , meeting their training needs and communicating with them on a regular basis . - Maximise Profitability by utilizing Protection Sales and Cross-Sell - Monitoring Employee parameters like Overall ADM meeting WFYP Standards and New ADM Success - Supervise the activity plan of ADM & Agents to ensure that these are fulfilled as per the desired standards - To ensure that all FLS and Agents under supervision perform as per the company's rules and regulations - Taking care of Customer parameters in the shape of 13th & 25th month persistency - Taking care of MTD Active agent Manmonths Measures of Success: - GPA - AFYP - Case Active Rate - Recruitment (ADM/Agent/AM) - Retention (ADM/Agent/AM) - Variable - AAP/AM Plan Achievement (Recruitment/Sales) - Cross Sell plan ach. - Super Star Agent plan ach. - Persistency - Over All ADM meeting WFYP stds - ADM Promotions Job Specifications: Education & Experience: - Graduate preferably with an MBA - 7-10 years of experience in sales and sales management ,recruitment , supervision and development of people - Should have local market exposure and experience in process driven ,quality sales system organizations Knowledge & Skill Matrix: - Familiarity with local market - Skills in recruitment, supervision & development of teams - Result orientation - Strong network - Demonstrated ability in leading people - Achievement Orientation Job Description Job Code: Position Partner - Office Head Reporting To Regional Manager Department Agency Function Agency Sales Location Band 3 Job Summary: - Responsible for productivity of the Agency Office - Agent Recruitment and Development - Attaining sales goals, delivering exceptional customer service, and growing the office's revenues YoY Key Responsibilities/ Key Deliverables: - To meet the revenue targets for the Branch - To track the productivity measures as per the GPA : Premium per agent , case rate , persistency, Paid cases per agent , CSG Calls , Retention Rate and annual WFYPstandards. - To identify ,interview and select new Agency Development Managers - Conduct weekly performance review (PRP) for ADMs - To ensure retention of FLS by formulating their development plans , meeting their training needs and communicating with them on a regular basis . - Maximise Profitability by utilizing Protection Sales and Cross-Sell - Monitoring Employee parameters like Overall ADM meeting WFYP Standards and New ADM Success - Supervise the activity plan of ADM & Agents to ensure that these are fulfilled as per the desired standards - To ensure that all FLS and Agents under supervision perform as per the company's rules and regulations - Taking care of Customer parameters in the shape of 13th & 25th month persistency - Taking care of MTD Active agent Manmonths Measures of Success: - GPA - AFYP - Case Active Rate - Recruitment (ADM/Agent/AM) - Retention (ADM/Agent/AM) - Variable - AAP/AM Plan Achievement (Recruitment/Sales) - Cross Sell plan ach. - Super Star Agent plan ach. - Persistency - Over All ADM meeting WFYP stds - ADM Promotions Job Specifications: Education & Experience: - Graduate preferably with an MBA - 7-10 years of experience in sales and sales management ,recruitment , supervision and development of people - Should have local market exposure and experience in process driven ,quality sales system organizations Knowledge & Skill Matrix: - Familiarity with local market - Skills in recruitment, supervision & development of teams - Result orientation - Strong network - Demonstrated ability in leading people - Achievement Orientation


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