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

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