
Key Relationship Manager
4 weeks ago
Position Overview
Position Title:
Key Relationship Manager - Broking (Corporate Agency)
Department:
Broca Retail Accounts
Level / Band:
Manager 402
Role Summary
- Proven track record in sales and account management.
- Strong interpersonal and communication skills.
- Responsible for managing and developing wealth partnerships to generate life insurance (LI) business.
- Maintain long-term relationships with partners to drive consistent growth.
- Develop and execute sales and account management strategies.
- Analyze industry trends and recommend strategic growth initiatives.
- Collaborate with internal teams to ensure smooth execution of business plans and tactical initiatives.
Organizational Relationships
- Reports To: Vice President
- Supervises: Individual Contributor Role
Job Dimensions
- Geographic Area Covered: PAN India
- Internal Stakeholders: Sales Distribution Teams, Marketing, Accounts, Product, CPC, Operations
- External Stakeholders: Wealth Partnerships
Key Result Areas (KRAs)
1. Sales
- Achieve sales targets as per business plan.
- Ensure policy persistency in line with company benchmarks.
2. Relationship Management
- Maintain zero escalation policy through strong partner engagement.
- Ensure top-of-mind recall and business commitment from partners.
3. Compliance
- 100% adherence to internal processes, guidelines, and compliance standards.
4. MIS & Market Intelligence
- Provide timely market insights including wallet share data of partnerships.
- Offer feedback for product and business strategy alignment.
Skills Required
Technical Skills
- Proficient in MS Excel and PowerPoint.
- Ability to analyze and present data effectively.
Behavioral Skills
- Strong interpersonal and relationship-building abilities.
- Effective communication and influencing skills.
- Creative thinking and problem-solving mindset.
- Leadership and teamwork orientation.
- Strategic decision-making capabilities.
Incumbent Characteristics
Qualification
- Essential: Graduate
- Desired: MBA
Experience
- Essential: 79 years in partnership management
- Desired: 710 years in partnership management / sales roles
Age
- Essential: 2530 years
- Desired: 2535 years
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