Relationship Manager

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