Relationship Manager

3 days ago

Vadodara, Gujarat, India Max New York Life insurance Co Ltd Full time ₹ 9,00,000 - ₹ 12,00,000 per year
Job Description

Position

ARM/RM

Location

Vadodara, GJ, IN

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 USPs.
  • 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 KNOWLEDGE:

Brings thorough knowledge of the Industry, understands the challenges & provides strategic direction. Conducts, educates & shares knowledge with the partners on growing their business.

CLIENT RELATIONSHIP:

Proactively identifies, approaches and enhances strong relationships with key executives, decision makers, and influencers at partners branch.

CLIENT ADVOCATE:

Leverages the benefits & positioning of MLI products & services and is able to recognize an opportunity.

Measures of Success: Business Plan:
  • Adj MFYP (Rs.) - Plan v/s Actuals
  • Customer Score: Quality
  • 13th month Persistency ( PERCENT )
  • GIR
  • Activation of Partner Branches
Key Competencies/Skills Required:
  • Excellent written, presentation & communication skills.
  • Exceptional consultative & interpersonal skills.
  • Stakeholder management.
  • Full understanding/experience of handling partners.
  • Experience in managing strategic initiatives/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 is 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.

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