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Managing Partner- kotak life insurance

Mumbai, MH
Job Code:
  • Banking & Finance
  • Insurance
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Job Details

Managing PartnerEnd-to-end ownership for Agency Partner (AP) performance Core Activities Organize and run recruitment events for APs and LAsSelection to onboarding of the APs and responsible for APs incomeEnsure teams start getting productive quickly and start moving on the LA activation and premiumPlan goals & performance needs for APs in a periodic mannerCan successfully run Train-Audit-Retrain cycle on skills of APsLead weekly wake-up team meetingsRun telephone appointment sessionsManage prospecting activity in the fieldOperate as a products subject matter expert Own the operational aspects of coding of an APOther Activities Deal with customer queriesManage persistency and renewal collection by AdvisorsChase pending requirements on submitted casesAttend joint field work activityContact Advisors who are falling short of Contract Maintenance criteria to re-activate them or arrange trainingAs a member of the APC Branch Team, develops a plan to drive the Branch objectives within a location. An MP is accountable for delivering the short- and long-term sales and profit results of the market through recruitment of Agency Partners (APs), development of APs, activation of APs and improved processes. Displays leadership, provides coaching and helps in planning for their respective teams. Consistently demonstrates the Kotak culture and leadership behaviours to build positive business relationships with key customers/advisors including LA, AP Training, and other support functions.Regards,Tina (HR)8424000595 / 022
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: 5-10


Broker | Insurance Advisor | Channel Sales | Corporate Sales
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