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Team sales manager Broking

Go Digit General Insurance · Remote

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Collected role description

<table border="0" cellpadding="0" cellspacing="0" width="508" style="width: 382pt;"> <colgroup><col width="254" span="2" style="width:191pt"> </colgroup><tbody><tr height="26" style="mso-height-source:userset;height:19.5pt"> <td height="26" class="xl63" width="254" style="height:19.5pt;width:191pt">Function</td> <td class="xl64" width="254" style="border-left-width: initial; border-left-color: initial; width: 191pt;">Strategic Partnerships</td> </tr> <tr height="26" style="mso-height-source:userset;height:19.5pt"> <td height="26" class="xl63" width="254" style="height: 19.5pt; border-top-width: initial; border-top-color: initial; width: 191pt;">Department</td> <td class="xl64" style="border-top-width: initial; border-top-color: initial; border-left-width: initial; border-left-color: initial;">Retail</td> </tr> <tr height="26" style="mso-height-source:userset;height:19.5pt"> <td height="26" class="xl63" width="254" style="height: 19.5pt; border-top-width: initial; border-top-color: initial; width: 191pt;">Job Name</td> <td class="xl64" style="border-top-width: initial; border-top-color: initial; border-left-width: initial; border-left-color: initial;">Relationship Manager Agency</td> </tr> <tr height="26" style="mso-height-source:userset;height:19.5pt"> <td height="26" class="xl63" width="254" style="height: 19.5pt; border-top-width: initial; border-top-color: initial; width: 191pt;">Grade applicable</td> <td class="xl64" style="border-top-width: initial; border-top-color: initial; border-left-width: initial; border-left-color: initial;">G1C/G1B/G1A/G2C</td> </tr> <tr height="26" style="mso-height-source:userset;height:19.5pt"> <td height="26" class="xl63" width="254" style="height: 19.5pt; border-top-width: initial; border-top-color: initial; width: 191pt;">Reporting to</td> <td class="xl64" style="border-top-width: initial; border-top-color: initial; border-left-width: initial; border-left-color: initial;">Office Head/Vertical Head</td> </tr> <tr height="26" style="mso-height-source:userset;height:19.5pt"> <td height="26" class="xl63" width="254" style="height: 19.5pt; border-top-width: initial; border-top-color: initial; width: 191pt;">Describe the Job</td> <td class="xl65" width="254" style="border-top-width: initial; border-top-color: initial; border-left-width: initial; border-left-color: initial; width: 191pt;">A<font class="font5"> Relationship Manager (Agency)</font><font class="font6"> is primarily responsible for managing relationships specifically for Agency channel partners and driving business through the same.</font></td> </tr> <tr height="26" style="mso-height-source:userset;height:19.5pt"> <td rowspan="4" height="104" class="xl66" width="254" style="border-bottom: 0.5pt solid black; height: 78pt; border-top-width: initial; border-top-color: initial; width: 191pt;">What is the primary KRA* (Scope of Work)</td> <td rowspan="4" class="xl69" width="254" style="border-bottom: 0.5pt solid black; border-top-width: initial; border-top-color: initial; width: 191pt;">1. Achieve monthly topline targets <br> 2. Ensure diversification of portfolio into the motor, non-motor, health products<br> 3.Recruitment of and relationship management with retail brokers as per target set<br> 4.Ensure month on month activation of brokers as per targets set<br> 5.Managing daily reports and MIS pertaining to the branch<br> 6.Monitoring daily receipts, payment and other bank transactions <br> 7.Processing onboarding requests<br> 8.Policy issuance/Cancellation/endorsement<br> 9.Resolve the discrepancies raised by the Underwriter and issue policies at branch level. <br> 10.Coordinate with brokers and agents for policy issuance<br> 11.Analysing and resolving the rejections of policy related issues<br> 12.Handling reconciliation <br> 13.Closely monitoring open receipts and recoveries and closing them on time<br> 14.Handle other operational work</td> </tr> <tr height="26" style="mso-height-source:userset;height:19.5pt"> </tr> <tr height="26" style="mso-height-source:userset;height:19.5pt"> </tr> <tr height="26" style="mso-height-source:userset;height:19.5pt"> </tr> <tr height="26" style="mso-height-source:userset;height:19.5pt"> <td height="26" class="xl63" width="254" style="height: 19.5pt; border-top-width: initial; border-top-color: initial; width: 191pt;">Experience in number of years</td> <td class="xl64" style="border-top-width: initial; border-top-color: initial; border-left-width: initial; border-left-color: initial;">2-10 Years (if offroll)</td> </tr> <tr height="26" style="mso-height-source:userset;height:19.5pt"> <td height="26" class="xl63" width="254" style="height: 19.5pt; border-top-width: initial; border-top-color: initial; width: 191pt;">Work Experience</td> <td class="xl64" style="border-top-width: initial; border-top-color: initial; border-left-width: initial; border-left-color: initial;">GI Exp in agency or retail broking</td> </tr> <tr height="26" style="mso-height-source:userset;height:19.5pt"> <td height="26" class="xl63" width="254" style="height: 19.5pt; border-top-width: initial; border-top-color: initial; width: 191pt;">Technology Known</td> <td class="xl65" width="254" style="border-top-width: initial; border-top-color: initial; border-left-width: initial; border-left-color: initial; width: 191pt;">Basic excel</td> </tr> <tr height="26" style="mso-height-source:userset;height:19.5pt"> <td rowspan="5" height="130" class="xl66" width="254" style="border-bottom: 0.5pt solid black; height: 97.5pt; border-top-width: initial; border-top-color: initial; width: 191pt;">Behavioural Traits required</td> <td rowspan="5" class="xl69" width="254" style="border-bottom: 0.5pt solid black; border-top-width: initial; border-top-color: initial; width: 191pt;">2. Excellent verbal &amp; written communication skills<br> 3. Exceptional problem solving skill<br> 4. Ability to influence and negotiate to help team achieve business goal<br> 5. Should be flexible and supportive when situations demands<br> 6. Experienced in General Insurance- knowledge of general insurance products<br> 7. Well versed with Microsoft office especially excel</td> </tr> <tr height="26" style="mso-height-source:userset;height:19.5pt"> </tr> <tr height="26" style="mso-height-source:userset;height:19.5pt"> </tr> <tr height="26" style="mso-height-source:userset;height:19.5pt"> </tr> <tr height="26" style="mso-height-source:userset;height:19.5pt"> </tr> <tr height="26" style="mso-height-source:userset;height:19.5pt"> <td height="26" class="xl63" width="254" style="height: 19.5pt; border-top-width: initial; border-top-color: initial; width: 191pt;">Qualifications</td> <td class="xl65" width="254" style="border-top-width: initial; border-top-color: initial; border-left-width: initial; border-left-color: initial; width: 191pt;">Graduation</td> </tr> <tr height="26" style="mso-height-source:userset;height:19.5pt"> <td height="26" class="xl63" width="254" style="height: 19.5pt; border-top-width: initial; border-top-color: initial; width: 191pt;">Any specific stream of qualification</td> <td class="xl64" style="border-top-width: initial; border-top-color: initial; border-left-width: initial; border-left-color: initial;">N/A</td> </tr> <tr height="26" style="mso-height-source:userset;height:19.5pt"> <td height="26" class="xl63" width="254" style="height: 19.5pt; border-top-width: initial; border-top-color: initial; width: 191pt;">Any Certification Required (mention only if its mandatory)</td> <td class="xl64" style="border-top-width: initial; border-top-color: initial; border-left-width: initial; border-left-color: initial;">N/A</td> </tr></tbody></table>

Collected experience requirement

2-10 years