MA

Partner - Office Head

Max Life Insurance
Kolkata7-12 LPA Posted 15 May 2025
FULL TIME
Team Development
Sales Management
Market Knowledge
Performance Tracking
Business Development
+1 more

Job Description

  • To meet the revenue targets for the GO
  • To track the productivity measures as per the GPA Premium per agent, case rate, persistency
  • Paid cases per agent, YTD appointments, Retention Rate and annual FYC standards. Business Development Managers
  • Adhere to Business Development Managers linked sales and service standards
  • Conduct weekly performance review (PRP) for Business Development Managers
  • To ensure retention of Business Development Managers by formulating their development plans, meeting their training needs and communicating with them on a regular basis.
  • To meet rural and social policy targets
  • Help Business Development Managers use the AWS system for maximizing business from a given target market.
  • Supervise the activity plan of Business Development Managers & Agents to ensure that these are fulfilled as per the desired standards.
  • To ensure that all Business Development Managers and Agents under supervision perform as per the company s rules and regulations.

Measures of Success

  • Recruitment of Top Advisors/Financial

Distributors from competition

  • Achievement of planned sales volume in the assigned territory
  • Top Advisor Productivity & Retention
  • Manager Retention
  • Audit observations
  • Quality of Business

Key Relationships (Internal / External)

  • HO co-ordination
  • Sales promotion activities
  • overall running of the Office

Desired qualification and experience

Job Specifications

  • Over 7 years of experience in sales and sales management, recruitment, supervision and development of people.
  • Should have local market exposure and experience in process driven, quality sales system organizations
  • Graduate preferably with an MBA

KEY COMPETENCIES/SKILLS REQUIRED

  • Familiarity with local market
  • Skills in recruitment, supervision & development of teams
  • Result orientation
  • Strong network
  • Demonstrated ability in leading people
  • Achievement Orientation
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