Executive - Agency Business Associates

Position Title Assistant Manager Agency Business Associates Department

Business Associate Model

Level/ Band

301 ROLE SUMMARY: Recruitment and Development of Business Associates to manage them and ensure that they achieve their targets, and in turn achieve organizational targets. ORGANIZATIONAL RELATIONSHIPS Direct Reporting BAM In-Charge / Location Head / Cluster Head Supervises BAs and Advisors JOB DIMENSIONS Geographic Area Covered Defined branch Internal Stakeholders Business Associates and Advisors Agency Sales Training Branch Operations Distribution Operations KEY RESULT AREAS

Organization Process

Key Contributions

Frequency

BA Management Recruit Direct PBAs, identify and create PBAs from existing advisor base Develop BAs through coaching, training, team management and support, etc. Drive BAs to recruit advisors in their team, make them active on business month-on-month, drive higher case rate per active advisor and case size to achieve business targets Provide operational support to BAs in terms of business submission, issuance, pending resolve, new advisor licensing, etc. Plan, Monitor and Review BAs on a regular basis to drive their team Activity, Case Rate and Case Size Ensure that the BAs are meeting their team targets and improving their performance and earnings consistantly Ensure that A&H & Pension targets are met through a healthy product mix Daily

Recruitment of new advisors through Business Associates

Work with BAs to drive recruitment of new advisors Undertake activities like Career Opportunity Presentations and other footfall activities to drive recruitment Provide support to BAs to organize COPs & other events as required Follow the Recruitment process as laid down by the company for recruitment of new agents to ensure both quality and quantity of recruitment Daily Ensure BA and Advisors progress towards higher career levels Help the BA develop more leaders in his direct and indirect teams, and thus progress onto higher career levels Help the BA in developing agents in direct and indirect teams to enable them to move to higher career levels and thus earn more Coach and mentor the BAs to develop the right knowledge and skills Daily Persistency

Ensure good quality business to achieve the required persistency standards.

Monitor collection of modal FYP and Renewal premiums

Daily Ensure Compliance Ensure compliance to internal sales process & other compliance standards Daily MIS & Reporting Maintain required trackers & reports to be submitted to various stakeholders Daily Skills Required Technical Finance / Insurance industry awareness Problem solving skills Peer level co-ordination

Behavioral

Level 1 Level 2 Level 3 Interpersonal skills Communication skills

Creative thinking skills

Supervising/Leadership skills Teamwork Skills

Influencing skills

Relationship Building skills

Decision making skills Incumbent Characteristics Essential Desired Qualification Graduate PG / MBA Experience 5-7 years Disclaimer: This Job Description is indicative in nature. The duty list/Goal Sheet provided to you can vary from the aforesaid in view of Organizational need/requirement from time to time.

< This job posting has been aggregated from external source. Role details, content, and availability are subject to change. Applicants are advised to confirm the latest information directly on the company website before applying.?