01Overview
Sr. Executive- Agency channel,( reputed insurance company)insurance background candidates apply.ctc-7lpa-15lpa , incentives upto 7 digits.Location : Mumbai,Ahemdabad,Baroda, Chennai, Bangalore, madurai, bangalore, goa. Job Description : - Agency Emerging Agency Growth & Development- Cascading the channel's strategy and key focus areas for the achievement of set goals.- Driving the team and setting clear targets to ensure recruitment training and development of agents. Intermediaries Management : - Continuous training to be arranged to increase the productivity of the IMD cross sell.- Developing a second in line and motivating talent within the channel.- Identify IMD's based on their business & drive business planning with low performing IMD's.Goal achievement & Campaigning : - Ensure reportee focus on movement of existing agents within bands to ensure profitability.- Conventions and campaigns are communicated and run effectively across zone to boost employee productivity.Market Knowledge & IT awareness- To develop adequate market intelligence to acquire business by establishing, positioning the BAGIC brand and growing the brand- Excellent inter-personal skills and person expected to have high degree of credibility in the local market.Personal Competencies RequiredROLES & RESPONSIBILITIES : - The Relationship Manager will be Responsible for Acquiring HNI clients (Affluent & Super Affluent) - He/She would be responsible to drive the TPP sales through branch sales team and advisors.- Maintaining client relationships and generate AUM from preferred clients.
Advising Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients - Track the Affluent & Super Affluent Client segment in the market for new client acquisition - To research, investigate and update themselves on available investment opportunities/financial market trend to determine whether they fit into clients- Should be from insurance industry (ref: updazz.com .
