Job Description

Career Opportunities

Position

Assistant Manager- Broking Business

Function

Corporate Agency and Broking

Department

Corporate Agency and Broking

Band

5A/5B/4

JOB SUMMARY:

Job Purpose-

To Drive business through channel partner\'s sales team and distribution network.

Key Responsibilities:

• To Build strong relationship across the partner network
• To Grow the business by driving sales of MLI products through partner sales team
• To Organize catch-up meetings with partners and their clients to introduce MLI products in their portfolios
• To Activate maximum number of mapped sub-brokers/RMs/Lead Generators on a monthly basis
• To Ensure smooth issuance of all cases from start to finish and maintain persistency of all issued policies
• To Prepare and send daily report on meetings and sales numbers to all stakeholders
• To Track the status of logged in policies in the central MIS
• To Update on the tasks assigned for driving focused business through the task MIS
• To Maintain and update the persistency data of the assigned cases
• To Train partner RMs on MLI products and processes

KEY RELATIONSHIPS:

Internal:

• Business Heads
• MLI HR & Sales Training Team
• MLI Operations Team

External:

• Business Partners
• Top Insurance Brokers
• Top Clients

Measures of Success:

• Actual sales generated vs plan
• Accuracy and timeliness of sales reports
• Actual activity vs targeted activity
• Accuracy of competitor information;

up to date data; Identification of potential contacts and conversion to channel partner/customer.

DESIRED QUALIFICATIONS and EXPERIENCE:

• Qualifications: Graduate / Post Graduate

Experience: 2 - 6 years of relevant in Insurance Sales in Broking / Banca Sales

Career Opportunities

Position

Assistant Manager- Broking Business

Function

Corporate Agency and Broking

Department

Corporate Agency and Broking

Band

5A/5B/4

JOB SUMMARY:

Job Purpose-

To Drive business through channel partner\'s sales team and distribution network.

Key Responsibilities:

• To Build strong relationship across the partner network
• To Grow the business by driving sales of MLI products through partner sales team
• To Organize catch-up meetings with partners and their clients to introduce MLI products in their portfolios
• To Activate maximum number of mapped sub-brokers/RMs/Lead Generators on a monthly basis
• To Ensure smooth issuance of all cases from start to finish and maintain persistency of all issued policies
• To Prepare and send daily report on meetings and sales numbers to all stakeholders
• To Track the status of logged in policies in the central MIS
• To Update on the tasks assigned for driving focused business through the task MIS
• To Maintain and update the persistency data of the assigned cases
• To Train partner RMs on MLI products and processes

KEY RELATIONSHIPS:

Internal:

• Business Heads
• MLI HR & Sales Training Team
• MLI Operations Team

External:

• Business Partners
• Top Insurance Brokers
• Top Clients

Measures of Success:

• Actual sales generated vs plan
• Accuracy and timeliness of sales reports
• Actual activity vs targeted activity
• Accuracy of competitor information;

up to date data; Identification of potential contacts and conversion to channel partner/customer.

DESIRED QUALIFICATIONS and EXPERIENCE:

• Qualifications: Graduate / Post Graduate

Experience: 2 - 6 years of relevant in Insurance Sales in Broking / Banca Sales

Max Life Insurance