Assistant Manager/ Manager – Agency Business Associates

ob description

Role Summary:

Strengthens distribution by identifying potential leaders and ensures compliance to all internal processes and other compliance standards as set by the Company or the Regulator.

Key Result Areas

  • Strengthen distribution by identifying potential leaders
  • Support and manage the BAs in Recruitment & Training of Advisors.
  • Manage Advisor career progressions and create a pool of Premier Advisors
  • Ensure Retention of Advisors by constantly engaging with them and their leaders
  • Drive profitable business by maintaining the desired product mix as prescribed by the company from time to time
  • Drive growth in New Business Premium (NBP)
  • Ensure good quality of business by ensuring collection of modal FYP as well as Renewal Premiums
  • Coach, Train and support the reporting managers (if any) as well as monitor and review their performance on a regular basis
  • Ensure compliance to all internal processes and other compliance standards as set by the Company or the Regulator.
  • Participate in risk mitigation plans, contingency planning, and business continuity programs by executing and reporting within defined timelines.
  • Highlight and recommend process gaps, flaws and process changes

Skills Required

Technical:

  • Good Knowledge of MS Office / MS Excel
Job Category: Life Insurance
Job Type: Full Time
Job Location: dharmasala

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