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 USPs
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 partners branch
CLIENT ADVOCATE:Leverages the benefits & positioning of MLI products & services and able to recognise an opportunity.
Job Classification
Industry: InsuranceFunctional Area / Department: BFSI, Investments & TradingRole Category: Life InsuranceRole: Relationship ManagerEmployement Type: Full time