Job Description

Designation : ABM-BM-RM

Location : Mumbai / Thane / Pune.

Broad role : Managing Channel Partner / Driving business through partners and their agents

Excellent Communication and relationship building Skills required
Knowledge of mutual funds is an added advantage
Compensation Range - upto 4.5 Lacs … can consider more if the profile is good
Years of Experience – 2 - 6 years

Relationship Management :

Build strong relationship with the Partner ( EBL Personal Wealth Advisory ) leaders and teams below ( ZHs / RHs / BMs ) . Ensure smooth relationship with the EBL Insurance SPOCs . Generate sub-broker meetings from them.

Train the partners and their sub-brokers regularly on various new products and initiatives

Business Development :

Drive sales of insurance products through the sub-brokers of Edelweiss Broking by explaining them on the various benefits for them and their clients.

Organize catch-up meetings with partners and their clients to introduce Edelweiss Tokio life products in their portfolios.

Activate maximum number of RMs and their sub-brokers for insurance sales on a monthly basis

Achieve annual business targets

Service Management – Provide excellent service to the sub-brokers and EBL teams on their cases to increase their wallet share of our products.

Channel Management :

Ensure smooth issuance of all cases from start to finish

Maintain and increase persistency of the cases sold

MIS/Business Support

Prepare and send daily report on meetings and sales numbers to all stakeholders

Track the status of logged in policies in the central MIS

Update on the tasks assigned for driving focused business through the task MIS

Maintain and update the persistency data of the assigned cases

Thanks & Regards,

Sarika Shukla

First Solution Recruitment Consultancy

Mobile: +91 8422981421

Off: No. : +91 22 28101303