Posted:1 month ago| Platform:
Work from Office
Full Time
. Role Summary We are seeking a proactive and goal-oriented Unit Manager - Insurance (CMI) to expand and strengthen our insurance business by enrolling and empowering existing NJ Wealth Mutual Fund distributors to be POSP (Point of Sales Person) or BQP (Business Qualified Person). The role involves strategic planning, relationship management, and achievement of business targets through effective collaboration and execution. Key Responsibilities Partner Engagement & Recruitment : Identify and onboard existing NJ Wealth Mutual Fund partners as POSP or BQP to initiate and expand insurance-related business activities. Explain the benefits, process, and scope of the POSP/BQP roles effectively to ensure partner enrollment. Strategic Planning : Collaborate with Senior Managers to devise and implement strategies for the development of insurance products within the branch. Drive and monitor progress on recruitment and insurance sales targets. Relationship Management : Build and nurture positive working relationships with partners to promote long-term business growth. Provide support to the POSP / CIA to achieve their goals. Product Promotion : Focus on the promotion and sales of both Life and Non-Life Insurance products . Ensure a thorough understanding of insurance products to guide and assist partners effectively. Business Targets : Achieve recruitment targets for POSP/ BQP roles. Drive the sales and penetration of insurance products within the assigned branch/region. Requirements Educational Qualification : Bachelors OR Masters degree in any discipline (Finance/Insurance background preferred). Experience : 05 years in business development or sales, preferably in insurance or financial services. Skills : Excellent communication and interpersonal skills. Strategic thinking with strong organizational and planning abilities. Proven ability to meet targets and drive business results. Contact Details Email - jahanvi.bhatt@njgroup.in Mo - 9099066905
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