Agency - Location Managing Partner (AVP) - L6 - Thane Ghodbunder Road

Role Location Managing Partner (AVP), Kotak Agency - Field Sales (L6)

Experience:: 7-12 yrs

KRAs

End-to-end ownership for MP & AP performance

• Owns the budgets for the location
• Has a self-goal sheet to Lead by Example and have adequate SOC
• Networks continuously to get good FT-APs from Market
• Ensure APs and LAs incomes in location exceed benchmarks
• Coach MPs and APs on management/sales skills and career growth
• Contact APs who are falling short of CMC criteria to re-activate them
• Works closely with the training team to organize regulatory and skill development programs
• Propagates the career option amongst the LAs in the branch
• Owns the Rookie AP induction and development program
• Arrange/attend outdoor promotional events and seminars on recruitment, awareness, customer events, HNI priority etc.
• Grow the representation of advisors and BAs from his location on Conventions, MDRT, and R&R etc.
• Ensure the desired product mix of the Branch
• Deal with and escalate compliance issues

Key Competencies

• Team Leadership
• Planning and Organizing
• Conceptual thinking

Education and experience

Candidate should be a graduate, with sales experience of 6-8 years, preferably in life insurance sector