221 Business Associate Jobs

Manager - Elite Vertical Identify the Top financial /General Insurance/Health Insurance distributors in the assigned territory from the competition Pitch Max-Life Agency Career Opportunity through Career Seminars / Presentations / Meetings Understand the Top Advisor/ Business Associate value proposition, onboarding process and regulations related to the same Hiring and Onboarding of Top Advisors and Business Associates post conducting Career seminars and Presentation and meet the defined Recruitment plan Drive sales from the team of Top Advisors / Business Associates and Financial distributors to meet the defined sales plans. Maintain Quality of sales by ensuring the Persistency standards of the channel Adherence to the desired input behaviors to drive Sales and Recruitment Periodically Train & Develop advisors for new product launches and communicating any changes in company guidelines / policies. Managing field operations by coordinating with Operations and DSDO for sales and Recruitment.

MANAGER ELITE VERITCAL Job Summary Opportunity Responsible for hiring, developing and driving sales from Top Financial Advisors/Financial Distributors of competition thereby driving revenue for Agency Channel. The Elite Vertical is a dedicated vertical under Agency Channel, focusing on recruitment and development of proven top performing advisors/ financial distributors Key Responsibilities/ Key Deliverables Identify the Top financial /General Insurance/Health Insurance distributors in the assigned territory from the competition Pitch Max-Life Agency Career Opportunity through Career Seminars / Presentations / Meetings Understand the Top Advisor/ Business Associate value proposition, onboarding process and regulations related to the same Hiring and Onboarding of Top Advisors and Business Associates post conducting Career seminars and Presentation and meet the defined Recruitment plan Drive sales from the team of Top Advisors / Business Associates and Financial distributors to meet the defined sales plans. Maintain Quality of sales by ensuring the Persistency standards of the channel Adherence to the desired input behaviors to drive Sales and Recruitment Periodically Train & Develop advisors for new product launches and communicating any changes in company guidelines / policies. Managing field operations by coordinating with Operations and DSDO for sales and Recruitment. Measures of Success Hiring and driving activation of Top Advisors/Financial Distributors from competition Career Seminars / Meetings with Top Advisors/ Financial Distributors Meeting Sales and Recruitment Plan consistently Persistency Advisor Productivity & Retention Adhering to Input behaviors Key Relationships (Internal / External) Circle Head -Elite Vertical Ops Team (CET and DSDO) Training and Development Human Resources

Department Dealing No. of Openings 2 Age 22+ Qualifications Graduate Experience in Years Min - 1yr Job Responsibilities Execute equity/derivative trades on BOLT, NEAT & ODIN with precision Support business associates via trade reports and data insights Liaise with departments for prompt query resolutions Educate clients on in-house research and product offerings Activate and engage dormant retail & HNI trading accounts Candidate Profile NISM Series VIII Equity Derivatives Certification mandatory Strong command in English, Hindi, Gujarati and Marathi Proactive with a keen eye on market developments Strong listening skills and responsive attitude Able to maintain cordial relationships with internal and external stakeholders ATTENTION INVESTORS: || Investor Charter : | | | || || || || || IPO Subscription: " UPI Mechanism is Compulsory for Retail Investors. No need to issue cheques by investors while subscribing to IPO. Just write the bank account number and sign in the application form to authorise your bank to make payment in case of allotment. No worries for refund as the money remains in investors account." || Prevent Unauthorized Transactions in your Demat Account remains in investors account." || Prevent Unauthorized Transactions in your Demat Account - Update your Mobile Number with your Depository Participant . Receive alerts on your Registered Mobile number for all debit and other important transactions in your demat account directly from CDSL on the same day. ISSUED IN THE INTEREST OF INVESTORS "Prevent unauthorised transactions in your account --> Update your mobile numbers/email IDs with your stock brokers. Receive information of your transactions directly from Exchange on your mobile/email at the end of the day . Issued in the interest of Investors." About the company About the company Established in 1982 by Mr. Sushil N. Shah as a proprietary concern, SUSHIL FINANCE, over a period of time, has emerged as one of India s leading Financial Services....

About Swiggy : About this Role : This role is part of the Brandverse Charter of Food Revenue & Growth Team. This role comprises building strong relations with National restaurant chains & Account management, Growth Planning and driving execution & creative excellence in the program. The role is based out of Bangalore with three days a week work from office routine. Responsibilities : Pitching to multiple restaurant chains & closing them to partner with us on the program to increase our partner pool Planning, servicing & executing the digital plans for them & maintaining strong relationship which enhances renewals & repeats Monthly target planning , tracking the performance & taking corrective measures to ensure we deliver our MoP/ QoP goals Coordinate with multiple stakeholders to ensure program health & to build execution excellence for delivery MoM Reporting & tracking of weekly performance, publishing to stakeholders & taking corrective measures with the team to ensure delivery of results Working with an agency for creative execution for the brands & to ensure quality outputs are delivered Working closely with internal comms team to craft communication calendar for restaurant partners, monitor the performance & take corrective actions as required Skillsets : Strong Understanding of Business Metrics & handy with data analysis Proficiency with Advanced Excel & data analysis frameworks Good Account management, negotiation & client servicing skills Understanding of SQL - Querying/Extraction of data Basic understanding of Digital marketing is preferred Prior experience of managing agency, working on communication plans is a plus. "".

JobDescription A Position Overview Position Title Assistant Manager - Agency Business Associates Department Business Associate Model - Agency Sales Level/ Band 301- Assistant Manager Role Summary: Strengthensdistribution by identifying potential leaders and ensures compliance to allinternal processes and other compliance standards as set by the Company or theRegulator. B OrganizationalRelationships Reports To Branch Manager Supervises NA C Job Dimensions Geographic Area Covered Defined Branch Stakeholders Internal Agency Sales Training Branch Operations Distribution Operations External BAs and Advisors D Key Result Areas Strengthen distribution by identifying potential leaders Support and manage the BAs in Recruitment & Training of Advisors. Manage Advisor career progressions and create a pool of Premier Advisors Ensure Retention of Advisors by constantly engaging with them and their leaders Drive profitable business by maintaining the desired product mix as prescribed by the company from time to time Drive growth in New Business Premium (NBP) Ensure good quality of business by ensuring collection of modal FYP as well as Renewal Premiums Coach, Train and support the reporting managers (if any) as well as monitor and review their performance on a regular basis Ensure compliance to all internal processes and other compliance standards as set by the Company or the Regulator. Participate in risk mitigation plans, contingency planning, and business continuity programs by executing and reporting within defined timelines. Highlight and recommend process gaps, flaws and process changes . F Skills Required Technical Good Knowledge of MS Office / MS Excel Behavioral Essential Desired Interpersonal skills Communication skills Creative thinking skills Supervising/Leadership skills Teamwork Skills Influencing skills Relationship Building skills Decision making skills G Incumbent Characteristics Essential Desired Qualification Graduate Skills

Tata AIA Life Insurance Company Ltd. is looking for Assistant Manager - Agency Business Associates to join our dynamic team and embark on a rewarding career journey An Assistant Manager is responsible for supporting the management of a department or business unit and ensuring that it operates efficiently and effectively Responsibilities of an Assistant Manager: The Assistant Manager is responsible for managing a team of employees Responsible for implementing policies and procedures to ensure that the department or business unit operates efficiently and effectively Responsible for providing regular reports Strong leadership, organizational, and communication skills

Tata AIA Life Insurance Company Ltd. is looking for Assistant Manager - Agency Business Associates to join our dynamic team and embark on a rewarding career journey An Assistant Manager is responsible for supporting the management of a department or business unit and ensuring that it operates efficiently and effectively Responsibilities of an Assistant Manager: The Assistant Manager is responsible for managing a team of employees Responsible for implementing policies and procedures to ensure that the department or business unit operates efficiently and effectively Responsible for providing regular reports Strong leadership, organizational, and communication skills

Position Overview Position Title Manager - Agency Business Associates Department Agency Sales Agency Sales_V6 Level/ Band 401- Managers Role Summary: Strengthens distribution by identifying potential leaders and ensures compliance to all internal processes and other compliance standards as set by the Company or the Regulator. Organizational Relationships Reports To Branch Manager Supervises NA Job Dimensions Geographic Area Covered Defined Branch Stakeholders Internal Agency Sales Training Branch Operations Distribution Operations External BAs and Advisors Key Result Areas Skills Required Technical Good Knowledge of MS Office / MS Excel Behavioral Essential Desired Interpersonal skills Communication skills Creative thinking skills Supervising/Leadership skills Teamwork Skills Influencing skills Relationship Building skills Decision making skills Incumbent Characteristics Essential Desired Qualification Graduate Skills MBA / PG Experience Manager 6 10 years <

Job Description A Position Overview Position Title Business Associate Manager Department Business Associate Model Agency Sales Level/ Band Assistant Manager / Manager Role Summary: Identify, recruit and build a team of business associates and advisors to drive business objectives on a month on month basis, as per the standards laid down by the organization from time to time B Organizational Relationships Reports To Branch Manager Supervises NA C Job Dimensions Geographic Area Covered Defined Branch Stakeholders Internal Agency Sales Training Branch Operations Distribution Operations External BAs and Advisors D Key Result Areas Recruit Business Associate and advisors Coordinate for the regulatory trainings Manage daily, weekly and monthly choreography Conduct daily, weekly and monthly Business Associate meetings Income and Goal setting exercise for the month Joint field work along with business associates and advisors to source insurance policy Drive business submission and issuances Clearence of pending cases for documentation and medicals as a part of the issuance process Train distribution on getting higher first time right % submission Achieve monthly objectives and targets Motivate advisors and business associates for various contest and sales enablers Daily update about the status of business and applicability in contest Maintain healthy relationship with all stakeholders like customers and distributors Work on opportunity of cross sell and upsell Focussed effort to drive renewal premium collection E Competencies Competencies Business Acumen ( Ability to align with the organizations vision with a fair understanding of the insurance industry, regulations, and the agency business model in order to deliver month on month business objectives Has a fair understanding of own role and utilizes required skills and knowledge in ones own area of work to meet targets. Has a fair knowledge about company and competitors products. Has a fair knowledge of the insurance industry, regulations and financial markets Understands the requirements of the customer and consumer to facilitate need based selling and emphasize on selling solutions. Need to develop fair understanding of BA model, leader compensation and Agent commission. Building and Managing Relationships( The capability to identify, recruit and nurture, business associates and advisors and then maintain relationships with various stakeholders (internal and external) to achieve the desirable outcomes ) Empathizes and supports distribution every possible way and drive them for higher productivities by managing their choreography and other engagement methods. .Responds to queries from distributors and internal customers and keeps superiors informed about own actions and their context. Builds and maintains healthy relations with the distributors and internal customers to ensure seamless execution . Drive for Results and Agility( Building an achievement orientation, with extraordinary levels of energy and efforts while being accountable for ones actions and decisions in an agile environment ) Reviews performance against goals and takes effective action to achieve them. Synergizes high performance oriented systems and processes to yield the desired results with agility. Sets clear expectations with the team to deliver performance oriented goals. Communicates consistently with the team of business associates and advisors motivates them for achievement of monthly objectives, increase participation in company initiatives, monthly, weekly and daily choreography etc. . F Skills Required Technical Good Knowledge of MS Office / MS Excel Behavioral Essential Desired Drive for result (achievement of targets) Communication skills Creative thinking skills Teamwork Skills Influencing skills Relationship Building skills G Incumbent Characteristics Essential Desired Qualification Graduate MBA / PG Experience 7 -10 years sales management experience 3 to 4 years insurance industry exposure <

Job Description A Position Overview Position Title Branch Manager Department Business Associate Model Role Summary: Responsible for achieving business targets for the branch through building a sustainable and productive distribution force. Manage smooth business functioning, and successful implementation of various tactical and strategic business initiatives as other key responsibilities. Effective management of sales managers in the office leading to creation of a cohesive business unit along with other functional representatives in the branch to create a robust and successful business unit. Manage team of business associate manager and business associates Drive distribution engagement through choreography and training Work on cross sell and upsell campaigns and drive distribution for maximizing sales Ability to track local competition and align monthly business activities to achieve sales objectives Drive productivities of employees and distribution Key Result Areas Organization Process Key Contributions Strategic Business Development Identify potential catchments areas and develop distribution in them Build Distribution through business associates Business Development Drive recruitment of BAs through the BAMs Drive recruitment initiatives through activities and through BAs Drive Growth in Distribution through NAAFs, NLAs and New BAs Drive growth in business through Agent Activity, Case Size and Case Rate of the branches individually and the Region as a whole Team Management Coach, Train and support the reporting Managers Monitor and review their performance Lead by example in all spheres and direction setting Review and track the growth of managers to ensure that they achieve their individual budget Maintain utmost levels of responsiveness to requirements from the Cluster Head/ DOAs and National Head Ensure Compliance Ensure compliance to internal sales process & other compliance standards MIS & Reporting Maintain required trackers & reports to be submitted to various stakeholders Risk Participate in risk mitigation plans, contingency planning, business continuity programs by executing and reporting within defined timelines. Highlight and recommend process gaps, flaws and process changes. Skills Required Technical Product/Subject matter expertise Team Management skills Mentoring skills Business perspective & planning Performance Management skills Insurance industry awareness Interviewing skills Self management Problem solving skills Peer level co-ordination and influencing skills G Incumbent Characteristics Essential Desired Qualification Graduate PG / MBA Experience 8 -10 years Sales management experience 3 to 4 years life insurance exposure <

Job Description A Position Overview Position Title Assistant Manager - Agency Business Associates Department Business Associate Model - Agency Sales Level/ Band 301- Assistant Manager Role Summary: Strengthens distribution by identifying potential leaders and ensures compliance to all internal processes and other compliance standards as set by the Company or the Regulator. B Organizational Relationships Reports To Branch Manager Supervises NA C Job Dimensions Geographic Area Covered Defined Branch Stakeholders Internal Agency Sales Training Branch Operations Distribution Operations External BAs and Advisors D Key Result Areas Strengthen distribution by identifying potential leaders Support and manage the BAs in Recruitment & Training of Advisors. Manage Advisor career progressions and create a pool of Premier Advisors Ensure Retention of Advisors by constantly engaging with them and their leaders Drive profitable business by maintaining the desired product mix as prescribed by the company from time to time Drive growth in New Business Premium (NBP) Ensure good quality of business by ensuring collection of modal FYP as well as Renewal Premiums Coach, Train and support the reporting managers (if any) as well as monitor and review their performance on a regular basis Ensure compliance to all internal processes and other compliance standards as set by the Company or the Regulator. Participate in risk mitigation plans, contingency planning, and business continuity programs by executing and reporting within defined timelines. Highlight and recommend process gaps, flaws and process changes . F Skills Required Technical Good Knowledge of MS Office / MS Excel Behavioral Essential Desired Interpersonal skills Communication skills Creative thinking skills Supervising/Leadership skills Teamwork Skills Influencing skills Relationship Building skills Decision making skills G Incumbent Characteristics Essential Desired Qualification Graduate Skills <

Job Description A Position Overview Position Title Branch Manager Department Business Associate Model Role Summary: Responsible for achieving business targets for the branch through building a sustainable and productive distribution force. Manage smooth business functioning, and successful implementation of various tactical and strategic business initiatives as other key responsibilities. Effective management of sales managers in the office leading to creation of a cohesive business unit along with other functional representatives in the branch to create a robust and successful business unit. Manage team of business associate manager and business associates Drive distribution engagement through choreography and training Work on cross sell and upsell campaigns and drive distribution for maximizing sales Ability to track local competition and align monthly business activities to achieve sales objectives Drive productivities of employees and distribution Key Result Areas Organization Process Key Contributions Strategic Business Development Identify potential catchments areas and develop distribution in them Build Distribution through business associates Business Development Drive recruitment of BAs through the BAMs Drive recruitment initiatives through activities and through BAs Drive Growth in Distribution through NAAFs, NLAs and New BAs Drive growth in business through Agent Activity, Case Size and Case Rate of the branches individually and the Region as a whole Team Management Coach, Train and support the reporting Managers Monitor and review their performance Lead by example in all spheres and direction setting Review and track the growth of managers to ensure that they achieve their individual budget Maintain utmost levels of responsiveness to requirements from the Cluster Head/ DOAs and National Head Ensure Compliance Ensure compliance to internal sales process & other compliance standards MIS & Reporting Maintain required trackers & reports to be submitted to various stakeholders Risk Participate in risk mitigation plans, contingency planning, business continuity programs by executing and reporting within defined timelines. Highlight and recommend process gaps, flaws and process changes. Skills Required Technical Product/Subject matter expertise Team Management skills Mentoring skills Business perspective & planning Performance Management skills Insurance industry awareness Interviewing skills Self management Problem solving skills Peer level co-ordination and influencing skills G Incumbent Characteristics Essential Desired Qualification Graduate PG / MBA Experience 8 -10 years Sales management experience 3 to 4 years life insurance exposure <

Job Description A Position Overview Position Title Branch Manager Department Business Associate Model Role Summary: Responsible for achieving business targets for the branch through building a sustainable and productive distribution force. Manage smooth business functioning, and successful implementation of various tactical and strategic business initiatives as other key responsibilities. Effective management of sales managers in the office leading to creation of a cohesive business unit along with other functional representatives in the branch to create a robust and successful business unit. Manage team of business associate manager and business associates Drive distribution engagement through choreography and training Work on cross sell and upsell campaigns and drive distribution for maximizing sales Ability to track local competition and align monthly business activities to achieve sales objectives Drive productivities of employees and distribution Key Result Areas Organization Process Key Contributions Strategic Business Development Identify potential catchments areas and develop distribution in them Build Distribution through business associates Business Development Drive recruitment of BAs through the BAMs Drive recruitment initiatives through activities and through BAs Drive Growth in Distribution through NAAFs, NLAs and New BAs Drive growth in business through Agent Activity, Case Size and Case Rate of the branches individually and the Region as a whole Team Management Coach, Train and support the reporting Managers Monitor and review their performance Lead by example in all spheres and direction setting Review and track the growth of managers to ensure that they achieve their individual budget Maintain utmost levels of responsiveness to requirements from the Cluster Head/ DOAs and National Head Ensure Compliance Ensure compliance to internal sales process & other compliance standards MIS & Reporting Maintain required trackers & reports to be submitted to various stakeholders Risk Participate in risk mitigation plans, contingency planning, business continuity programs by executing and reporting within defined timelines. Highlight and recommend process gaps, flaws and process changes. Skills Required Technical Product/Subject matter expertise Team Management skills Mentoring skills Business perspective & planning Performance Management skills Insurance industry awareness Interviewing skills Self management Problem solving skills Peer level co-ordination and influencing skills G Incumbent Characteristics Essential Desired Qualification Graduate PG / MBA Experience 8 -10 years Sales management experience 3 to 4 years life insurance exposure <

Job Description A Position Overview Position Title Branch Manager Department Business Associate Model Role Summary: Responsible for achieving business targets for the branch through building a sustainable and productive distribution force. Manage smooth business functioning, and successful implementation of various tactical and strategic business initiatives as other key responsibilities. Effective management of sales managers in the office leading to creation of a cohesive business unit along with other functional representatives in the branch to create a robust and successful business unit. Manage team of business associate manager and business associates Drive distribution engagement through choreography and training Work on cross sell and upsell campaigns and drive distribution for maximizing sales Ability to track local competition and align monthly business activities to achieve sales objectives Drive productivities of employees and distribution Key Result Areas Organization Process Key Contributions Strategic Business Development Identify potential catchments areas and develop distribution in them Build Distribution through business associates Business Development Drive recruitment of BAs through the BAMs Drive recruitment initiatives through activities and through BAs Drive Growth in Distribution through NAAFs, NLAs and New BAs Drive growth in business through Agent Activity, Case Size and Case Rate of the branches individually and the Region as a whole Team Management Coach, Train and support the reporting Managers Monitor and review their performance Lead by example in all spheres and direction setting Review and track the growth of managers to ensure that they achieve their individual budget Maintain utmost levels of responsiveness to requirements from the Cluster Head/ DOAs and National Head Ensure Compliance Ensure compliance to internal sales process & other compliance standards MIS & Reporting Maintain required trackers & reports to be submitted to various stakeholders Risk Participate in risk mitigation plans, contingency planning, business continuity programs by executing and reporting within defined timelines. Highlight and recommend process gaps, flaws and process changes. Skills Required Technical Product/Subject matter expertise Team Management skills Mentoring skills Business perspective & planning Performance Management skills Insurance industry awareness Interviewing skills Self management Problem solving skills Peer level co-ordination and influencing skills G Incumbent Characteristics Essential Desired Qualification Graduate PG / MBA Experience 8 -10 years Sales management experience 3 to 4 years life insurance exposure <

Job Description A Position Overview Position Title Business Associate Manager Department Business Associate Model - Agency Sales Level/ Band Assistant Manager / Manager Role Summary: Identify, recruit and build a team of business associates and advisors to drive business objectives on a month on month basis, as per the standards laid down by the organization from time to time B Organizational Relationships Reports To Branch Manager Supervises NA C Job Dimensions Geographic Area Covered Defined Branch Stakeholders Internal Agency Sales Training Branch Operations Distribution Operations External BAs and Advisors D Key Result Areas - Recruit Business Associate and advisors - Coordinate for the regulatory trainings - Manage daily, weekly and monthly choreography - Conduct daily, weekly and monthly Business Associate meetings - Income and Goal setting exercise for the month - Joint field work along with business associates and advisors to source insurance policy - Drive business submission and issuances - Clearence of pending cases for documentation and medicals as a part of the issuance process - Train distribution on getting higher first time right % submission - Achieve monthly objectives and targets - Motivate advisors and business associates for various contest and sales enablers - Daily update about the status of business and applicability in contest - Maintain healthy relationship with all stakeholders like customers and distributors - Work on opportunity of cross sell and upsell - Focussed effort to drive renewal premium collection E Competencies Competencies Business Acumen ( Ability to align with the organizations vision with a fair understanding of the insurance industry, regulations, and the agency business model in order to deliver month on month business objectives Has a fair understanding of own role and utilizes required skills and knowledge in ones own area of work to meet targets. Has a fair knowledge about company and competitors products. Has a fair knowledge of the insurance industry, regulations and financial markets Understands the requirements of the customer and consumer to facilitate need based selling and emphasize on selling solutions. Need to develop fair understanding of BA model, leader compensation and Agent commission. Building and Managing Relationships( The capability to identify, recruit and nurture, business associates and advisors and then maintain relationships with various stakeholders (internal and external) to achieve the desirable outcomes ) Empathizes and supports distribution every possible way and drive them for higher productivities by managing their choreography and other engagement methods. .Responds to queries from distributors and internal customers and keeps superiors informed about own actions and their context. Builds and maintains healthy relations with the distributors and internal customers to ensure seamless execution . Drive for Results and Agility( Building an achievement orientation, with extraordinary levels of energy and efforts while being accountable for ones actions and decisions in an agile environment ) Reviews performance against goals and takes effective action to achieve them. Synergizes high performance oriented systems and processes to yield the desired results with agility. Sets clear expectations with the team to deliver performance oriented goals. Communicates consistently with the team of business associates and advisors motivates them for achievement of monthly objectives, increase participation in company initiatives, monthly, weekly and daily choreography etc. . F Skills Required Technical Good Knowledge of MS Office / MS Excel Behavioral Essential Desired Drive for result (achievement of targets) Communication skills Creative thinking skills Teamwork Skills Influencing skills Relationship Building skills G Incumbent Characteristics Essential Desired Qualification Graduate MBA / PG Experience 7 -10 years sales management experience 3 to 4 years insurance industry exposure <

Job Description A Position Overview Position Title Business Associate Manager Department Business Associate Model Agency Sales Level/ Band Assistant Manager / Manager Role Summary: Identify, recruit and build a team of business associates and advisors to drive business objectives on a month on month basis, as per the standards laid down by the organization from time to time B Organizational Relationships Reports To Branch Manager Supervises NA C Job Dimensions Geographic Area Covered Defined Branch Stakeholders Internal Agency Sales Training Branch Operations Distribution Operations External BAs and Advisors D Key Result Areas - Recruit Business Associate and advisors - Coordinate for the regulatory trainings - Manage daily, weekly and monthly choreography - Conduct daily, weekly and monthly Business Associate meetings - Income and Goal setting exercise for the month - Joint field work along with business associates and advisors to source insurance policy - Drive business submission and issuances - Clearence of pending cases for documentation and medicals as a part of the issuance process - Train distribution on getting higher first time right % submission - Achieve monthly objectives and targets - Motivate advisors and business associates for various contest and sales enablers - Daily update about the status of business and applicability in contest - Maintain healthy relationship with all stakeholders like customers and distributors - Work on opportunity of cross sell and upsell - Focussed effort to drive renewal premium collection E Competencies Competencies Business Acumen ( Ability to align with the organizations vision with a fair understanding of the insurance industry, regulations, and the agency business model in order to deliver month on month business objectives Has a fair understanding of own role and utilizes required skills and knowledge in ones own area of work to meet targets. Has a fair knowledge about company and competitors products. Has a fair knowledge of the insurance industry, regulations and financial markets Understands the requirements of the customer and consumer to facilitate need based selling and emphasize on selling solutions. Need to develop fair understanding of BA model, leader compensation and Agent commission. Building and Managing Relationships( The capability to identify, recruit and nurture, business associates and advisors and then maintain relationships with various stakeholders (internal and external) to achieve the desirable outcomes ) Empathizes and supports distribution every possible way and drive them for higher productivities by managing their choreography and other engagement methods. .Responds to queries from distributors and internal customers and keeps superiors informed about own actions and their context. Builds and maintains healthy relations with the distributors and internal customers to ensure seamless execution . Drive for Results and Agility( Building an achievement orientation, with extraordinary levels of energy and efforts while being accountable for ones actions and decisions in an agile environment ) Reviews performance against goals and takes effective action to achieve them. Synergizes high performance oriented systems and processes to yield the desired results with agility. Sets clear expectations with the team to deliver performance oriented goals. Communicates consistently with the team of business associates and advisors motivates them for achievement of monthly objectives, increase participation in company initiatives, monthly, weekly and daily choreography etc. . F Skills Required Technical Good Knowledge of MS Office / MS Excel Behavioral Essential Desired Drive for result (achievement of targets) Communication skills Creative thinking skills Teamwork Skills Influencing skills Relationship Building skills G Incumbent Characteristics Essential Desired Qualification Graduate MBA / PG Experience 7 -10 years sales management experience 3 to 4 years insurance industry exposure <

Job Description A Position Overview Position Title Business Associate Manager Department Business Associate Model - Agency Sales Level/ Band Assistant Manager / Manager Role Summary: Identify, recruit and build a team of business associates and advisors to drive business objectives on a month on month basis, as per the standards laid down by the organization from time to time B Organizational Relationships Reports To Branch Manager Supervises NA C Job Dimensions Geographic Area Covered Defined Branch Stakeholders Internal Agency Sales Training Branch Operations Distribution Operations External BAs and Advisors D Key Result Areas - Recruit Business Associate and advisors - Coordinate for the regulatory trainings - Manage daily, weekly and monthly choreography - Conduct daily, weekly and monthly Business Associate meetings - Income and Goal setting exercise for the month - Joint field work along with business associates and advisors to source insurance policy - Drive business submission and issuances - Clearence of pending cases for documentation and medicals as a part of the issuance process - Train distribution on getting higher first time right % submission - Achieve monthly objectives and targets - Motivate advisors and business associates for various contest and sales enablers - Daily update about the status of business and applicability in contest - Maintain healthy relationship with all stakeholders like customers and distributors - Work on opportunity of cross sell and upsell - Focussed effort to drive renewal premium collection E Competencies Competencies Business Acumen ( Ability to align with the organizations vision with a fair understanding of the insurance industry, regulations, and the agency business model in order to deliver month on month business objectives Has a fair understanding of own role and utilizes required skills and knowledge in ones own area of work to meet targets. Has a fair knowledge about company and competitors products. Has a fair knowledge of the insurance industry, regulations and financial markets Understands the requirements of the customer and consumer to facilitate need based selling and emphasize on selling solutions. Need to develop fair understanding of BA model, leader compensation and Agent commission. Building and Managing Relationships( The capability to identify, recruit and nurture, business associates and advisors and then maintain relationships with various stakeholders (internal and external) to achieve the desirable outcomes ) Empathizes and supports distribution every possible way and drive them for higher productivities by managing their choreography and other engagement methods. .Responds to queries from distributors and internal customers and keeps superiors informed about own actions and their context. Builds and maintains healthy relations with the distributors and internal customers to ensure seamless execution . Drive for Results and Agility( Building an achievement orientation, with extraordinary levels of energy and efforts while being accountable for ones actions and decisions in an agile environment ) Reviews performance against goals and takes effective action to achieve them. Synergizes high performance oriented systems and processes to yield the desired results with agility. Sets clear expectations with the team to deliver performance oriented goals. Communicates consistently with the team of business associates and advisors motivates them for achievement of monthly objectives, increase participation in company initiatives, monthly, weekly and daily choreography etc. . F Skills Required Technical Good Knowledge of MS Office / MS Excel Behavioral Essential Desired Drive for result (achievement of targets) Communication skills Creative thinking skills Teamwork Skills Influencing skills Relationship Building skills G Incumbent Characteristics Essential Desired Qualification Graduate MBA / PG Experience 7 -10 years sales management experience 3 to 4 years insurance industry exposure <

Job Description A Position Overview Position Title Assistant Manager - Agency Business Associates Department Business Associate Model - Agency Sales Level/ Band 301- Assistant Manager Role Summary: Strengthens distribution by identifying potential leaders and ensures compliance to all internal processes and other compliance standards as set by the Company or the Regulator. B Organizational Relationships Reports To Branch Manager Supervises NA C Job Dimensions Geographic Area Covered Defined Branch Stakeholders Internal Agency Sales Training Branch Operations Distribution Operations External BAs and Advisors D Key Result Areas Strengthen distribution by identifying potential leaders Support and manage the BAs in Recruitment & Training of Advisors. Manage Advisor career progressions and create a pool of Premier Advisors Ensure Retention of Advisors by constantly engaging with them and their leaders Drive profitable business by maintaining the desired product mix as prescribed by the company from time to time Drive growth in New Business Premium (NBP) Ensure good quality of business by ensuring collection of modal FYP as well as Renewal Premiums Coach, Train and support the reporting managers (if any) as well as monitor and review their performance on a regular basis Ensure compliance to all internal processes and other compliance standards as set by the Company or the Regulator. Participate in risk mitigation plans, contingency planning, and business continuity programs by executing and reporting within defined timelines. Highlight and recommend process gaps, flaws and process changes . F Skills Required Technical Good Knowledge of MS Office / MS Excel Behavioral Essential Desired Interpersonal skills Communication skills Creative thinking skills Supervising/Leadership skills Teamwork Skills Influencing skills Relationship Building skills Decision making skills G Incumbent Characteristics Essential Desired Qualification Graduate Skills <

Job Description A Position Overview Position Title Assistant Manager - Agency Business Associates Department Business Associate Model - Agency Sales Level/ Band 301- Assistant Manager Role Summary: Strengthens distribution by identifying potential leaders and ensures compliance to all internal processes and other compliance standards as set by the Company or the Regulator. B Organizational Relationships Reports To Branch Manager Supervises NA C Job Dimensions Geographic Area Covered Defined Branch Stakeholders Internal Agency Sales Training Branch Operations Distribution Operations External BAs and Advisors D Key Result Areas Strengthen distribution by identifying potential leaders Support and manage the BAs in Recruitment & Training of Advisors. Manage Advisor career progressions and create a pool of Premier Advisors Ensure Retention of Advisors by constantly engaging with them and their leaders Drive profitable business by maintaining the desired product mix as prescribed by the company from time to time Drive growth in New Business Premium (NBP) Ensure good quality of business by ensuring collection of modal FYP as well as Renewal Premiums Coach, Train and support the reporting managers (if any) as well as monitor and review their performance on a regular basis Ensure compliance to all internal processes and other compliance standards as set by the Company or the Regulator. Participate in risk mitigation plans, contingency planning, and business continuity programs by executing and reporting within defined timelines. Highlight and recommend process gaps, flaws and process changes . F Skills Required Technical Good Knowledge of MS Office / MS Excel Behavioral Essential Desired Interpersonal skills Communication skills Creative thinking skills Supervising/Leadership skills Teamwork Skills Influencing skills Relationship Building skills Decision making skills G Incumbent Characteristics Essential Desired Qualification Graduate Skills <

Job Description A Position Overview Position Title Assistant Manager - Agency Business Associates Department Business Associate Model - Agency Sales Level/ Band 301- Assistant Manager Role Summary: Strengthens distribution by identifying potential leaders and ensures compliance to all internal processes and other compliance standards as set by the Company or the Regulator. B Organizational Relationships Reports To Branch Manager Supervises NA C Job Dimensions Geographic Area Covered Defined Branch Stakeholders Internal Agency Sales Training Branch Operations Distribution Operations External BAs and Advisors D Key Result Areas Strengthen distribution by identifying potential leaders Support and manage the BAs in Recruitment & Training of Advisors. Manage Advisor career progressions and create a pool of Premier Advisors Ensure Retention of Advisors by constantly engaging with them and their leaders Drive profitable business by maintaining the desired product mix as prescribed by the company from time to time Drive growth in New Business Premium (NBP) Ensure good quality of business by ensuring collection of modal FYP as well as Renewal Premiums Coach, Train and support the reporting managers (if any) as well as monitor and review their performance on a regular basis Ensure compliance to all internal processes and other compliance standards as set by the Company or the Regulator. Participate in risk mitigation plans, contingency planning, and business continuity programs by executing and reporting within defined timelines. Highlight and recommend process gaps, flaws and process changes . F Skills Required Technical Good Knowledge of MS Office / MS Excel Behavioral Essential Desired Interpersonal skills Communication skills Creative thinking skills Supervising/Leadership skills Teamwork Skills Influencing skills Relationship Building skills Decision making skills G Incumbent Characteristics Essential Desired Qualification Graduate Skills <

Job Description A Position Overview Position Title Assistant Manager - Agency Business Associates Department Business Associate Model - Agency Sales Level/ Band 301- Assistant Manager Role Summary: Strengthens distribution by identifying potential leaders and ensures compliance to all internal processes and other compliance standards as set by the Company or the Regulator. B Organizational Relationships Reports To Branch Manager Supervises NA C Job Dimensions Geographic Area Covered Defined Branch Stakeholders Internal Agency Sales Training Branch Operations Distribution Operations External BAs and Advisors D Key Result Areas Strengthen distribution by identifying potential leaders Support and manage the BAs in Recruitment & Training of Advisors. Manage Advisor career progressions and create a pool of Premier Advisors Ensure Retention of Advisors by constantly engaging with them and their leaders Drive profitable business by maintaining the desired product mix as prescribed by the company from time to time Drive growth in New Business Premium (NBP) Ensure good quality of business by ensuring collection of modal FYP as well as Renewal Premiums Coach, Train and support the reporting managers (if any) as well as monitor and review their performance on a regular basis Ensure compliance to all internal processes and other compliance standards as set by the Company or the Regulator. Participate in risk mitigation plans, contingency planning, and business continuity programs by executing and reporting within defined timelines. Highlight and recommend process gaps, flaws and process changes . F Skills Required Technical Good Knowledge of MS Office / MS Excel Behavioral Essential Desired Interpersonal skills Communication skills Creative thinking skills Supervising/Leadership skills Teamwork Skills Influencing skills Relationship Building skills Decision making skills G Incumbent Characteristics Essential Desired Qualification Graduate Skills <

Job Description A Position Overview Position Title Assistant Manager - Agency Business Associates Department Business Associate Model - Agency Sales Level/ Band 301- Assistant Manager Role Summary: Strengthens distribution by identifying potential leaders and ensures compliance to all internal processes and other compliance standards as set by the Company or the Regulator. B Organizational Relationships Reports To Branch Manager Supervises NA C Job Dimensions Geographic Area Covered Defined Branch Stakeholders Internal Agency Sales Training Branch Operations Distribution Operations External BAs and Advisors D Key Result Areas Strengthen distribution by identifying potential leaders Support and manage the BAs in Recruitment & Training of Advisors. Manage Advisor career progressions and create a pool of Premier Advisors Ensure Retention of Advisors by constantly engaging with them and their leaders Drive profitable business by maintaining the desired product mix as prescribed by the company from time to time Drive growth in New Business Premium (NBP) Ensure good quality of business by ensuring collection of modal FYP as well as Renewal Premiums Coach, Train and support the reporting managers (if any) as well as monitor and review their performance on a regular basis Ensure compliance to all internal processes and other compliance standards as set by the Company or the Regulator. Participate in risk mitigation plans, contingency planning, and business continuity programs by executing and reporting within defined timelines. Highlight and recommend process gaps, flaws and process changes . F Skills Required Technical Good Knowledge of MS Office / MS Excel Behavioral Essential Desired Interpersonal skills Communication skills Creative thinking skills Supervising/Leadership skills Teamwork Skills Influencing skills Relationship Building skills Decision making skills G Incumbent Characteristics Essential Desired Qualification Graduate Skills <

Job Description A Position Overview Position Title Assistant Manager - Agency Business Associates Department Business Associate Model - Agency Sales Level/ Band 301- Assistant Manager Role Summary: Strengthens distribution by identifying potential leaders and ensures compliance to all internal processes and other compliance standards as set by the Company or the Regulator. B Organizational Relationships Reports To Branch Manager Supervises NA C Job Dimensions Geographic Area Covered Defined Branch Stakeholders Internal Agency Sales Training Branch Operations Distribution Operations External BAs and Advisors D Key Result Areas Strengthen distribution by identifying potential leaders Support and manage the BAs in Recruitment & Training of Advisors. Manage Advisor career progressions and create a pool of Premier Advisors Ensure Retention of Advisors by constantly engaging with them and their leaders Drive profitable business by maintaining the desired product mix as prescribed by the company from time to time Drive growth in New Business Premium (NBP) Ensure good quality of business by ensuring collection of modal FYP as well as Renewal Premiums Coach, Train and support the reporting managers (if any) as well as monitor and review their performance on a regular basis Ensure compliance to all internal processes and other compliance standards as set by the Company or the Regulator. Participate in risk mitigation plans, contingency planning, and business continuity programs by executing and reporting within defined timelines. Highlight and recommend process gaps, flaws and process changes . F Skills Required Technical Good Knowledge of MS Office / MS Excel Behavioral Essential Desired Interpersonal skills Communication skills Creative thinking skills Supervising/Leadership skills Teamwork Skills Influencing skills Relationship Building skills Decision making skills G Incumbent Characteristics Essential Desired Qualification Graduate Skills <

Job Description A Position Overview Position Title Branch Manager Department Business Associate Model Role Summary: Responsible for achieving business targets for the branch through building a sustainable and productive distribution force. Manage smooth business functioning, and successful implementation of various tactical and strategic business initiatives as other key responsibilities. Effective management of sales managers in the office leading to creation of a cohesive business unit along with other functional representatives in the branch to create a robust and successful business unit. Manage team of business associate manager and business associates Drive distribution engagement through choreography and training Work on cross sell and upsell campaigns and drive distribution for maximizing sales Ability to track local competition and align monthly business activities to achieve sales objectives Drive productivities of employees and distribution Key Result Areas Organization Process Key Contributions Strategic Business Development Identify potential catchments areas and develop distribution in them Build Distribution through business associates Business Development Drive recruitment of BAs through the BAMs Drive recruitment initiatives through activities and through BAs Drive Growth in Distribution through NAAFs, NLAs and New BAs Drive growth in business through Agent Activity, Case Size and Case Rate of the branches individually and the Region as a whole Team Management Coach, Train and support the reporting Managers Monitor and review their performance Lead by example in all spheres and direction setting Review and track the growth of managers to ensure that they achieve their individual budget Maintain utmost levels of responsiveness to requirements from the Cluster Head/ DOAs and National Head Ensure Compliance Ensure compliance to internal sales process & other compliance standards MIS & Reporting Maintain required trackers & reports to be submitted to various stakeholders Risk Participate in risk mitigation plans, contingency planning, business continuity programs by executing and reporting within defined timelines. Highlight and recommend process gaps, flaws and process changes. Skills Required Technical Product/Subject matter expertise Team Management skills Mentoring skills Business perspective & planning Performance Management skills Insurance industry awareness Interviewing skills Self management Problem solving skills Peer level co-ordination and influencing skills G Incumbent Characteristics Essential Desired Qualification Graduate PG / MBA Experience 8 -10 years Sales management experience 3 to 4 years life insurance exposure <

Job Description A Position Overview Position Title Branch Manager Department Business Associate Model Role Summary: Responsible for achieving business targets for the branch through building a sustainable and productive distribution force. Manage smooth business functioning, and successful implementation of various tactical and strategic business initiatives as other key responsibilities. Effective management of sales managers in the office leading to creation of a cohesive business unit along with other functional representatives in the branch to create a robust and successful business unit. Manage team of business associate manager and business associates Drive distribution engagement through choreography and training Work on cross sell and upsell campaigns and drive distribution for maximizing sales Ability to track local competition and align monthly business activities to achieve sales objectives Drive productivities of employees and distribution Key Result Areas Organization Process Key Contributions Strategic Business Development Identify potential catchments areas and develop distribution in them Build Distribution through business associates Business Development Drive recruitment of BAs through the BAMs Drive recruitment initiatives through activities and through BAs Drive Growth in Distribution through NAAFs, NLAs and New BAs Drive growth in business through Agent Activity, Case Size and Case Rate of the branches individually and the Region as a whole Team Management Coach, Train and support the reporting Managers Monitor and review their performance Lead by example in all spheres and direction setting Review and track the growth of managers to ensure that they achieve their individual budget Maintain utmost levels of responsiveness to requirements from the Cluster Head/ DOAs and National Head Ensure Compliance Ensure compliance to internal sales process & other compliance standards MIS & Reporting Maintain required trackers & reports to be submitted to various stakeholders Risk Participate in risk mitigation plans, contingency planning, business continuity programs by executing and reporting within defined timelines. Highlight and recommend process gaps, flaws and process changes. Skills Required Technical Product/Subject matter expertise Team Management skills Mentoring skills Business perspective & planning Performance Management skills Insurance industry awareness Interviewing skills Self management Problem solving skills Peer level co-ordination and influencing skills G Incumbent Characteristics Essential Desired Qualification Graduate PG / MBA Experience 8 -10 years Sales management experience 3 to 4 years life insurance exposure <