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Max Financial Services

Manager - Elite Vertical

Early Applicant
  • 2 days ago
  • Be among the first 50 applicants
Exp: 3-5 Years

Banking/Accounting/Financial Services

(estd)

Job Description

Job Description
Position ADM - Elite Vertical
Incumbent NA
Department Agency
Function Agency
Reporting to Circle Head - Elite Vertical
Band 4 / 4A
Location Multiple Locations - Pan India
Team size (D/I) NA
JOB SUMMARY
Responsible for hiring, developing and driving sales from Top Financial Advisors/Financial Distributors of competition thereby driving revenue for Agency Channel. The Elite Vertical is a dedicated vertical under Agency Channel, focusing on recruitment and development of proven top performing advisors/ financial distributors
KEY RESPONSIBILITIES
. Identify the Top financial /General Insurance/Health Insurance distributors in the assigned territory from the competition
. Pitch Max-Life Agency Career Opportunity through Career Seminars / Presentations / Meetings
. Understand the Top Advisor/ Business Associate value proposition, onboarding process and regulations related to the same
. Hiring and Onboarding of Top Advisors and Business Associates post conducting Career seminars and Presentation and meet the defined Recruitment plan
. Drive sales from the team of Top Advisors / Business Associates and Financial distributors to meet the defined sales plans.
. Maintain Quality of sales by ensuring the Persistency standards of the channel
. Adherence to the desired input behaviors to drive Sales and Recruitment
. Periodically Train & Develop advisors for new product launches and communicating any changes in company guidelines / policies.
. Managing field operations by coordinating with Operations and DSDO for sales and Recruitment.
MEASURES OF SUCCESS
. Hiring and driving activation of Top Advisors/Financial Distributors from competition
. Career Seminars / Meetings with Top
Advisors/ Financial Distributors
. Meeting Sales and Recruitment Plan
consistently
. Persistency
. Advisor Productivity & Retention
. Adhering to Input behaviors
KEY RELATIONSHIPS
. Circle Head -Elite Vertical
. Ops Team (CET and DSDO)
. Training and Development
. Human Resources
KNOWLEDGE/SKILLS/ABILITIES:
. Strong relationship building capability
. Go-getter attitude
. Result orientation
. Passionate towards Sales
DESIRED QUALIFICATION AND EXPERIENCE
. Graduate with 5+ years of experience, at least 3 years experience in insurance sector
. Proven record of leading Front-Line Sales in Financial Services, preferably in Insurance
. Should have similar market exposure and experience in process driven, quality sales organizations
. Familiarity with skills in recruitment, driving sales and activation
ORG CHART: CEO DMDHead Agency Regional Manager / CVP & Head - Elite Vertical (dotted line) Circle Head - Elite Vertical ADM Elite Vertical

Job Description
Position ADM - Elite Vertical
Incumbent NA
Department Agency
Function Agency
Reporting to Circle Head - Elite Vertical
Band 4 / 4A
Location Multiple Locations - Pan India
Team size (D/I) NA
JOB SUMMARY
Responsible for hiring, developing and driving sales from Top Financial Advisors/Financial Distributors of competition thereby driving revenue for Agency Channel. The Elite Vertical is a dedicated vertical under Agency Channel, focusing on recruitment and development of proven top performing advisors/ financial distributors
KEY RESPONSIBILITIES
. Identify the Top financial /General Insurance/Health Insurance distributors in the assigned territory from the competition
. Pitch Max-Life Agency Career Opportunity through Career Seminars / Presentations / Meetings
. Understand the Top Advisor/ Business Associate value proposition, onboarding process and regulations related to the same
. Hiring and Onboarding of Top Advisors and Business Associates post conducting Career seminars and Presentation and meet the defined Recruitment plan
. Drive sales from the team of Top Advisors / Business Associates and Financial distributors to meet the defined sales plans.
. Maintain Quality of sales by ensuring the Persistency standards of the channel
. Adherence to the desired input behaviors to drive Sales and Recruitment
. Periodically Train & Develop advisors for new product launches and communicating any changes in company guidelines / policies.
. Managing field operations by coordinating with Operations and DSDO for sales and Recruitment.
MEASURES OF SUCCESS
. Hiring and driving activation of Top Advisors/Financial Distributors from competition
. Career Seminars / Meetings with Top
Advisors/ Financial Distributors
. Meeting Sales and Recruitment Plan
consistently
. Persistency
. Advisor Productivity & Retention
. Adhering to Input behaviors
KEY RELATIONSHIPS
. Circle Head -Elite Vertical
. Ops Team (CET and DSDO)
. Training and Development
. Human Resources
KNOWLEDGE/SKILLS/ABILITIES:
. Strong relationship building capability
. Go-getter attitude
. Result orientation
. Passionate towards Sales
DESIRED QUALIFICATION AND EXPERIENCE
. Graduate with 5+ years of experience, at least 3 years experience in insurance sector
. Proven record of leading Front-Line Sales in Financial Services, preferably in Insurance
. Should have similar market exposure and experience in process driven, quality sales organizations
. Familiarity with skills in recruitment, driving sales and activation
ORG CHART: CEO DMDHead Agency Regional Manager / CVP & Head - Elite Vertical (dotted line) Circle Head - Elite Vertical ADM Elite Vertical

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Date Posted: 27/11/2024

Job ID: 101639051

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About Company

Max Group is an Indian conglomerate headquartered in New Delhi, India, operating in the fields of life insurance, healthcare, hospitality, real estate and independent senior living. It was founded in 1985 by Analjit Singh

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