Designation : ABM-BM-RM

Location : Mumbai Andheri

Broad role : Managing Channel Partner / Driving business through partners and their agents

- Excellent Communication and relationship building Skills required

- Knowledge of mutual funds is an added advantage

- Compensation Range -upto4.5 Lacs - can consider more if the profile is good

- Years of Experience - 2 - 6 years

RelationshipManagement :

Build strong relationship with the Partner ( EBL Personal Wealth Advisory ) leaders and teams below ( ZHs / RHs / BMs ) . Ensure smooth relationship with the EBL Insurance SPOCs .Generate sub-broker meetings from them.

Train the partners and their sub-brokers regularly on various new products and initiatives

BusinessDevelopment :

- Drive sales of insurance products through the sub-brokers of Edelweiss Broking by explaining them on the various benefits for them and their clients.

- Organize catch-up meetings with partners and their clients to introduce Edelweiss Tokio life products in their portfolios.

- Activate maximum number of RMs and their sub-brokers for insurance sales on a monthly basis

- Achieve annual business targets

Service Management - Provide excellent service to the sub-brokers and EBL teams on their cases to increase their wallet share of our products.

Login the cases on time by completing all documentation

Channel Management :

- Ensure smooth issuance of all cases from start to finish

- Maintain and increase persistency of the cases sold

MIS/Business Support

- Prepare and send daily report on meetings and sales numbers to all stakeholders

- Track the status of logged in policies in the central MIS

- Update on the tasks assigned for driving focused business through the task MIS

- Maintain and update the persistency data of the assigned cases

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