| Position Title | Managing Partner | Grade | Upto M1B |
| Function | Non – Bancassurance | Location | |
| Department | Agency – Health | Reports to (Role) | Location Managing Partner |
| CTC Details | Fixed CTC: As per budget | Role Type | |
| Other Benefits: As per policy | Team Details |
| Diploma | Any Course: Not applicable | ||
| Specific Course: NA | Mention Details: NA | ||
| Graduation | Bachelor’s degree in any specialization | ||
| Specific Course: NA | Mention Details: NA | ||
| Post-Graduation | Master’s degree in any specialization (Not Mandatory) | ||
| Specific Course: NA | Mention Details: NA | ||
| Professional Qualification | Mandatory: N | Mention Details: NA | |
| Desired: N | |||
| Overall Experience (No of Years range) | 4 to 5 years | GI/HI Experience (No of Years range) | 1 years to 3 years |
| Develop a plan to drive the Branch objectives within a location Accountable for delivering the short- and long-term sales and profit results of the market through recruitment of APs, development of APs, activation of APs and improved processes Display leadership, provide coaching and help in planning for their respective teams. Build positive business relationships with key customers/advisors including IRDA Agent, AP Training, and other support functions Creating and Coding of AP – Planning and Goal Setting responsible to drive the planning mechanism for his respective unit and support the AP in planning. Conducts review discussions/wakeup meetings as and when required Plan goals & performance needs for APs in a periodic manner Is expected to be an expert in the sales process, and conduct mechanisms to build same with his team through periodic on floor coaching Own the operational aspects of Creation and coding of a new AP and other day to day interactions with support functions whenever required Recruiting Organize and run recruitment events for APs and Agents Is an expert in the recruitment processes, and is able to identify the prospective Agents and APs for the unit Developing and Coaching – successfully run “Train -Audit-Retrain” cycle on skills of APs Selection to on boarding of the APs and responsible for APs income. Help whenever needed in prospecting/suspecting activity in the field Operate as a product “subject matter expert” Attend joint field work activity Contact APs who are falling short of Contract Maintenance criteria to re- activate them or arrange training Client and Agents Servicing on Claim process -need to explain the process and system for claim to AP and respective agents on regular’s basis, Educate the AP and their team on Health UW and Knowledge sharing to improve the LR %.Creation of AP from License Agents – Coaching and Skill set training to the aspired Agent to become the AP, providing the support for further recruitment skills and development of new potential agents |
| Functional Skills Required (Details of the skill required to execute the job proficiently and expected proficiency) |
| Microsoft Office skills (Word, Excel, PowerPoint and Outlook) – Intermediate Excellent verbal communication and / or Written communication |