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Business Associate Manager

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  • Banking & Finance
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Job Details

Recruit Direct PBAs, identify and create PBAs from existing advisor base Develop BAs through coaching, training, team management and support, etc.Drive BAs to recruit advisors in their team, make them active on business month-on-month, drive higher case rate per active advisor and case to achieve business targets Provide operational support to BAs in terms of business submission, issuance, pending resolve, new advisor licensing, etc.Plan, Monitor and Review BAs on a regular basis to drive their team Activity, Case Rate and Case Size Ensure that the BAs are meeting their team targets and improving their performance and earnings consistantlyEnsure that A&H & Pension targets are met through a healthy product mix Work with BAs to drive recruitment of new advisorsUndertake activities like Career Opportunity Presentations and other footfall activities to drive recruitment Provide support to BAs to organize COPs & other events as requiredFollow the Recruitment process as laid down by the company for recruitment of new agents to ensure both quality and quantity of recruitment Help the BA develop more leaders in his direct and indirect teams, and thus progress onto higher career levels Help the BA in developing agents in direct and indirect teams to enable them to move to higher career levels and thus earn moreCoach and mentor the BAs to develop the right knowledge and skills Ensure good quality business to achieve the required persistency standards. Monitor collection of modal FYP and Renewal premiumsEnsure compliance to internal sales process & other compliance standards Maintain required trackers & reports to be submitted to various stakeholders
Degree: MBA/ PGDM

Additional Degree: BA (Arts) | B.Com. (Commerce) | B.Pharm. (Pharmacy) | B.Plan. (Planning) | B.Sc. (Science) | BBA/ BBM/ BBS | BCA (Computer Application) | Diploma-Other Diploma | B.Ed. (Education) | BHM (Hotel Management)

Experience: 4-7


Accounting/Financial Products | Client Servicing | Corporate Sales | Relationship/Account Servicing
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