Position Title : Business Associate Manager
Department : Business Associate Model - Agency Sales
Level / Band : Assistant Manager / Manager
Role Summary :
Identify, recruit and build a team of business associates and advisors to drive business objectives on a month on month basis, as per the standards laid down by the organization from time to time.
Reports To : Branch Manager
Geographic Area Covered : Defined Branch Stakeholders - Internal : Agency Sales Training,Branch Operations, Distribution Operations.
External : BAs and Advisors.
Key Result Areas
Has a fair understanding of own role and utilizes required skills and knowledge in one-s own area of work to meet targets.
Has a fair knowledge about company and competitor-s products. Has a fair knowledge of the insurance industry, regulations and financial markets Understands the requirements of the customer and consumer to facilitate need based selling and emphasize on selling solutions.
Need to develop fair understanding of BA model, leader compensation and Agent commission.
Empathizes and supports distribution every possible way and drive them for higher productivities by managing their choreography and other engagement methods.
Responds to queries from distributors and internal customers and keeps superiors informed about own actions and their context.
Builds and maintains healthy relations with the distributors and internal customers to ensure seamless execution.
Synergizes high performance oriented systems and processes to yield the desired results with agility. Sets clear expectations with the team to deliver performance oriented goals.
Communicates consistently with the team of business associates and advisors motivates them for achievement of monthly objectives, increase participation in company initiatives, monthly, weekly and daily choreography etc.
Good Knowledge of MS Office / MS Excel
Qualification : Graduate
Qualification : MBA / PG
Experience : 7 -10 years' sales management experience.
Experience : 3 to 4 years' insurance industry exposure.