Zone Head - Broca

Will be responsible for managing broking partners mapped in the zone.

Create and maintain engagement with state heads and other key broking offices / Management

Team members

Lead a team of state heads and monitor their input/output activity and ensure lead generation

through various sources

Increasing insurance awareness and product penetration among mapped sub-brokers/RM.

Increasing insurance penetration among broking staff members.

Suggest sizzlers and R&R platforms for broking employees who provide prospect leads as well as

for MAX LIFE s dedicated sales team

Suggest product synergies and capture partner s various customer touch-points for insurance

sales opportunities

Provide accurate and timely competitor updates/best practices.

MEASURES OF SUCCESS

Business Plan - Adj MFYP (Rs.) - Plan v/s Actual

Activation Plan - Seller Activation (%) - Plan Vs Actual

Collections- 15th month Persistency (%) - >75%

Sales process Adherence -

1.Implementation of CRM

2.Governance Rhythm

3.Business Leakage & complaints

Effective Management of People

1. Talent Retention - 70%

2.G2V2 retention - >90%.

3. Engagement Score - 85%

Customer centricity and satisfaction -

Effective Management of Customer As per Plan

Key Relationships (Internal /External)

1.Distribution leaders

2.HR Team

3. Training Team

4. Planning & Analytics Team

5. Broking Management & Sales Team

Key competencies/skills required

Relationship Management, Leading people, Effective Management of Process

Role:

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Education

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