Job title: Premier Relationship Manager( Life Insurance ), Patna
Company: Kaarlo Training & HR Solutions
Job description: Job Purpose
Recruitment and Development of Personal Financial Advisor(agents interacting with customers),
Generation of new business and renewal of existing business through a team of engaged Personal
Building a team of PFAs:
- Identifying prospective PFAs as per the guidelines of the organisation
- Coordinating the appointment process of the PFAs
- Activisation of successfully appointed new PFAs through handholding, participation in OJT and ensuring their motivation to sell
- Achieving the number of active PFAs in his / her team as per the organisations targets
Deliver sales targets and ensure adherence to the Mandated Sales Process:
- Prepare monthly and annual action plans to achieve his/her goals
- Ensuring adherence by PFAs to the Sales process as mandated by the company
- Motivating and ensuring Revenue targets (as may be set from time to time) for the PFA are achieved
- Measurement and tracking of relevant metrics for PFAs
- Ensure that R&R schemes are communicated to understood by the PFAs in the team and used effectively to motivate and help team perform
- Work towards achieving the target sales and product mix from the team of PFAs
- Track customer proposals through to conversion
Training and Grooming his / her team of PFAs:
- Identify training needs across the team
- Co-ordination with Branch Development Partner for the development and training of PFAs in his team
- Mega launch of each new PFA
- Maintain ongoing communication and connect with the team to share details of upcoming contests, R&R, processes, etc.
- Perform the role of a people manager fostering a culture of ownership, customer focus, entrepreneurship and team work across the entire branch
Candidate shall have 2-5 years of life insurance company experience in sales, preferable from Direct Channel.
· Need immediate joiners
· Preferable local candidate from location mentioned.
· Candidate shall have to build strong relationship across the partner network.
· Candidate should be good in communication, Posses product knowledge of competition and Presentable
· Age should be maximum 35 years.
· Shall be graduate / Post Graduate from recognized University.