Business Partner Management

Key Responsibilities

Recruitment & Team Building

• Identify, recruit, and onboard talented Financial Executives (Advisors).

• Build a productive and sustainable advisor network.

• Ensure timely activation of newly recruited advisors.

• Conduct recruitment drives, referrals, and networking activities to expand the advisor

base.

Training & Development

• Train advisors on company products, sales processes, compliance, and customer

relationship management.

• Mentor and motivate advisors to enhance productivity and professional growth.

• Conduct regular coaching sessions, field visits, and business reviews.

Business Development

• Drive business through the advisor network across:

o Life Insurance

o Health Insurance

o General Insurance

o Mutual Funds

o Loans

o Share Trading & Investment Services

• Assist advisors in customer acquisition and relationship management.

• Support advisors during client meetings and business closures.

• Achieve assigned business targets across multiple product categories.

Sales Management

• Develop and execute effective sales strategies to maximize market penetration.

• Monitor advisor performance through regular reviews and performance tracking.

• Identify business opportunities in existing and untapped markets.

• Ensure consistent achievement of individual and team business targets.

Customer Relationship Management

• Build and maintain long-term relationships with customers.

• Ensure superior customer service and timely resolution of customer queries.

• Support customers throughout the policy lifecycle, including renewals and claim

assistance.

• Promote cross-selling and up-selling opportunities across various financial products.

Market Development

• Identify new business opportunities through market mapping and segmentation.

• Build strategic relationships with local communities, business groups, and referral

partners.

• Increase the company's visibility and brand presence in the assigned territory.