Branch Manager_Tied Agency_Kolkata
Aditya Birla Group
- Kolkata, West Bengal
- Permanent
- Full-time
- A Comprehensive Incentivized Wellness Program that will attract the young and health conscious and will motivate, guide and reward them to stay healthy
- A Chronic Care Management Program to cater to the unmet needs of a growing Indian population of those suffering from chronic lifestyle conditions like Diabetes, Asthma, High Cholesterol and Hypertension from Day 1
- ABHICL serves as an enabler and influencer of health and healthcare choices that customers make, in addition to being a payer of healthcare expenses. Thus, ABHICL would act like a much needed catalyst to grow the prevalent health insurance landscape in India through product innovations and a wider choice of consumer relevant products.
- ABHICL’s vision has always been digital. The company has been successful in adopting paper-less approach right from identifying to on-boarding to delivering seamless experience of its customers & employees.
- Creating and enticing value proposition in the distributor and consumer segment for a completely new concept and product in the market.
- Exception handling while delivering the solution to the consumer and while recruiting quality advisors from the competitive market.
- Recruitment & retention of quality Advisors is a key challenge owing to competition and given that it may not be the sole source of income the motivation to become advisors is low.
- · Dependency on support functions for the issuance of policies & delivery can impact client relationships.
- Fluctuations in the market are a challenge since it can impact sales directly.
- · Increasing competition in the markets
- Compliance & regulatory environment
- Create P 400s to identify probable list to pitch the career.
- Daily calling and fixing recruitment appointments and Scout for potential who can be effective advisors
- Make presentation on "Career as an insurance advisor"
- Follow-up for obtaining necessary documentation regularly
- Make sure that the advisor attends the training program & IRDA examination to acquire appropriate licensing.
- Educate the advisor on the following
- value proposition and create WIFME
- compliance policy
- Advisor compensation
- Do a goal setting on the advisor’s yearly/ monthly earning and draw up a monthly input /output plan
- Break down the plan according to the potential of the insurance advisors
- Keep the advisors motivated and on the job by daily/weekly/monthly/quarterly engagement initiatives.
- Help sort out any problems faced by the advisors
- Review the plan weekly/monthly
- Assess training needs and train the advisor as and when required.
- Accompany the advisors on joint calls
- Support advisors in designing solutions and advise customers
- Making sure that the advisor is learning on the job
- Prepare the advisors by having them to give dummy presentations to test their level of selling skills
- Identify and motivate advisors for club membership. Etc
- Monitor, review and guide their performance periodically
- Ensure retention, adhere to productivity bench marks of advisors
- Ensure participation of advisors in training and other developmental interventions
- Have business related issues solved at branch level through RM or Operation staff.
- Maintain healthy & cordial relation with the advisor.
- Regularly staying in touch with his advisor (in person) as well as using other modes of communication.
- Regularly update the advisors about new product, schemes, clubs, etc.
- Coordination with internal departments
- Constantly track the policies dates and follow up for renewals.
- Update the Advisors with updated list of policies due for renewals.