Mahindra Broking ltd
Designation- Branch Manager,Sales Associate
ctc-4-5 lpa
Job Purpose Statement (Summarize in one/two statements why this job exists, and the contribution makes to the overall business of the company).
To penetrate and increase the branch sales volume for Life as well as Health insurance products.
Duties & Responsibilities (List in the order of importance the duties & responsibilities of this job)
Primary Responsibilities:
Business / Revenue generation:
Incumbent need to ensure he achieves the branch Profits and increase penetration by achieving revenue targets.
Self-Source Business achieving Net premium as per the targets assigned for Health, Life. Motor and SME.
Drive POSP Business - Business achieving Net premium as per the targets assigned for Health, Life and Motor.
Facilitation for Branch compliance, Marketing, and service level:
Facilitate Branch compliance and Branch statutory requirements with company and industry policies and procedures. Increase the penetration and Customer footfall at branch level by doing various local marketing activities. Maintain fruitful relationships with current customers and establish good relationships with new ones.
Organisational Relationship (Provide an organisational chart which illustrates the organisational structure above and below this position).
Key Challenges (List the key tasks performed to support the main objectives of the position).
Job Requirements (Describe the educational requirements, suggested year and type of experience, nature and extent of skills/abilities required for the desired position).
Functional Skills:
Should have strong background of Health OR Life Insurance.
Minimum sales experience of 1 - 3 years.
Professional Qualification: Graduate.
Skills & Knowledge:
Preferably should have broker license.
Knowledge for brand promotion and marketing activities.