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Relationship Manager - Broca
full-timeChandigarh

Summary

Location

Chandigarh

Type

full-time

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About this role

Job Description

Position

ARM/RM

Location

 

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 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
         

 

Job Description

Position

ARM/RM

Location

 

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 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
         

 

Other facts

Tech stack
Written Communication,Presentation Skills,Interpersonal Skills,Stakeholder Management,Sales Management,Training,Coaching,Consultative Skills,Problem Solving,Customer Centricity,Industry Knowledge,Client Relationship Management,Lead Generation,Business Development,Product Knowledge,Revenue Management

About maxlifeins

Axis Max Life Insurance Limited (earlier known as Max Life Insurance Company Limited)  is a Joint Venture between Max Financial Services Limited and Axis Bank Limited.
Max Financial Services Ltd. is a part of the Max Group, an Indian multi-business corporation. Axis Max Life Insurance Limited has an individual claims paid ratio of 99.65% as per the annual audited financials for FY23-24.
We offer comprehensive protection and long-term savings life insurance solutions, through our multichannel distribution including agency and third party distribution partners.
You can reach us at our:
Customer Service Helpline - 1860 120 5577 (9:00 AM to 6:00 PM Monday to Saturday) or,
Write to us at [email protected]. You can also contact us through our portal https://www.maxlifeinsurance.com/contact-us/write-to-us.html.
Axis Max Life Insurance Limited has built its operations over almost two decades through a need-based sales process, a customer-centric approach to engagement and service delivery and trained human capital.
As per public disclosures, during the financial year 2023-24,
• As on 31st March 2024 the Company had Rs. 150,836 crore of assets under management(AUM), and
• A Sum Assured in Force of Rs. 1,779,409 crore.
For more information, please visit the Company's website at www.maxlifeinsurance.com

What you'll do

  • The Relationship Manager is responsible for implementing strategies to develop the Broking Channel and managing a pool of partner branches. Key tasks include generating leads, training partner employees, and ensuring quality business sourcing.

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Frequently Asked Questions

What does a Relationship Manager - Broca do at maxlifeins?

As a Relationship Manager - Broca at maxlifeins, you will: the Relationship Manager is responsible for implementing strategies to develop the Broking Channel and managing a pool of partner branches. Key tasks include generating leads, training partner employees, and ensuring quality business sourcing..

Why join maxlifeins as a Relationship Manager - Broca?

maxlifeins is a leading Insurance company.

Is the Relationship Manager - Broca position at maxlifeins remote?

The Relationship Manager - Broca position at maxlifeins is based in Chandigarh, Chandigarh, India. Contact the company through Clera for specific work arrangement details.

How do I apply for the Relationship Manager - Broca position at maxlifeins?

You can apply for the Relationship Manager - Broca position at maxlifeins directly through Clera. Click the "Apply Now" button above to start your application. Clera's AI-powered platform will help match your profile with this opportunity and guide you through the application process. You can also learn more about maxlifeins on their website.