24 Oct
Max Financial Services
Kurnool
JOB DESCRIPTION
Job Code:
Job Title: BDM - APC
Agency Partner Channel
Band: 4A
Reporting To: Branch Manager Department: Agency
Function : Agency Partner Channel Location:
Job Summary:
. Opportunity to be associated with MAX Life Insurance Pvt. Ltd. As Associate Business Development
Manager and build a
distribution enterprise.
. Responsible for recruiting and managing a team of Leader and agents.
. Responsible for recruiting a team of Leaders, who will recruit agents and agents will source direct
business.
Key Responsibility:
. Exceed recruitment target on new agency leaders and agent enrollments.
. Enhance quantity and quality recruitment by developing successful leaders.
? Emphasis on quality recruitment by the Agency Leaders and Agency Associates through one-onone
session.
? Create mutual support platform for Financial Executives, Agency Associate and Agents to enable
easier recruitment.
. Enhance AFYP & Number of cases by the unit.
. Focus on potential EC, MDRT, CEO council agents through complete unit.
. Focus on number of R&R; winners.
. Focus on enablement and development of the team
. Ensure agents, agency associates, agency associate's unit and agency leader unit is in complaint with
various IRDA
guidelines.
? Timely contract of agents and agency associates within regulatory guidelines
? Monitoring IRDA guidelines impacting AAP channel at regional level.
. Track competition regularly at regional level on various measure such as new strategies, new
compensation models
etc. with particular reference to Financial Executives / AAP model developed by the competitors.
. Execute plans for growth of the agency
? Identify,
interview and select new leaders from market and by networking
? Ensure adherence to laid down sales and service standards for Financial Executives, Agency
Associates and Agent Advisors.
? Conduct weekly performance review and planning (PRP) for team
? Ensur e retention of team by formulating their development plans, meeting their training
needs and communicating with them on a regular basis.
? Handhold, develop and supervise Financial Executives, Agency Associates and Agents to meet plan
and follow growth leadership practices.
Measures of Success:
? Building a chain of successful leaders (Financial Executives)
? Recruitment (contracted agents) numbers
? Add-on of AFYP & number of cases in the team.
? Add-on of number of new agency associates
? Case Rate & Case Size
? Agent satisfaction survey
? Accuracy and timeliness of information
Other Responsibilities:
? HO co-ordination
? Sales promotion activities
? Assist in overall running of the Office
Knowledge / Skills / Abilities:
? Selling Skills
? Relationship Building skills
? Coaching and Developing Team
? Result Orientation
? Resilience
? Discipline
? Demonstrating Adaptability
Minimum Education:
? Minimum Graduation in any discipline, MBA will be an added advantage.
Minimum and specific experience:
? Overall experience of 4-6years
? Preference will be given to candidates having man management experience
? Should have minimum of 2 years of sales experience.
JOB DESCRIPTION
Job Code:
Job Title: BDM - APC
Agency Partner Channel
Band: 4A
Reporting To: Branch Manager Department: Agency
Function : Agency Partner Channel Location:
Job Summary:
. Opportunity to be associated with MAX Life Insurance Pvt. Ltd. As Associate Business Development
Manager and build a
distribution enterprise.
. Responsible for recruiting and managing a team of Leader and agents.
. Responsible for recruiting a team of Leaders, who will recruit agents and agents will source direct
business.
Key Responsibility:
. Exceed recruitment target on new agency leaders and agent enrollments.
. Enhance quantity and quality recruitment by developing successful leaders.
? Emphasis on quality recruitment by the Agency Leaders and Agency Associates through one-onone
session.
? Create mutual support platform for Financial Executives, Agency Associate and Agents to enable
easier recruitment.
. Enhance AFYP & Number of cases by the unit.
. Focus on potential EC, MDRT, CEO council agents through complete unit.
. Focus on number of R&R; winners.
. Focus on enablement and development of the team
. Ensure agents, agency associates, agency associate's unit and agency leader unit is in complaint with
various IRDA
guidelines.
? Timely contract of agents and agency associates within regulatory guidelines
? Monitoring IRDA guidelines impacting AAP channel at regional level.
. Track competition regularly at regional level on various measure such as new strategies, new
compensation models
etc.
with particular reference to Financial Executives / AAP model developed by the competitors.
. Execute plans for growth of the agency
? Identify, interview and select new leaders from market and by networking
? Ensure adherence to laid down sales and service standards for Financial Executives, Agency
Associates and Agent Advisors.
? Conduct weekly performance review and planning (PRP) for team
? Ensur e retention of team by formulating their development plans, meeting their training
needs and communicating with them on a regular basis.
? Handhold, develop and supervise Financial Executives, Agency Associates and Agents to meet plan
and follow growth leadership practices.
Measures of Success:
? Building a chain of successful leaders (Financial Executives)
? Recruitment (contracted agents) numbers
? Add-on of AFYP & number of cases in the team.
? Add-on of number of new agency associates
? Case Rate & Case Size
? Agent satisfaction survey
? Accuracy and timeliness of information
Other Responsibilities:
? HO co-ordination
? Sales promotion activities
? Assist in overall running of the Office
Knowledge / Skills / Abilities:
? Selling Skills
? Relationship Building skills
? Coaching and Developing Team
? Result Orientation
? Resilience
? Discipline
? Demonstrating Adaptability
Minimum Education:
? Minimum Graduation in any discipline, MBA will be an added advantage.
Minimum and specific experience:
? Overall experience of 4-6years
? Preference will be given to candidates having man management experience
? Should have minimum of 2 years of sales experience.
▶️ Business Development Manager
🖊️ Max Financial Services
📍 Kurnool