Branch Relationship Manager

Role & responsibilities

JOB SUMMARY

Is responsible for managing, developing & supervising the team with a key focus on Service to sales through relationship management, sales productivity-per-executive, thereby achieving sales & service targets.

KEY RESPONSIBILITIES:

• Identify, interview and select sales executives with support from HR.

• To meet the following productivity measures for the unit: Premium per executive, case rate, persistency, retention and a high % of executives exceeding planned productivity standards
  

• Exceed revenue targets

• Undertake joint field work with executives and observe/demonstrate successful selling skills
  
• Conduct Fortnightly performance review (PRP) with executives
  
• Help executives use the GOLD system for maximizing business from a given target market
  
• Supervise daily activity plan of all executives to ensure that these are being fulfilled as per the desired levels
  
• Ensure that all executives under supervision perform 100% as per the companys rules and regulations wrt. Need based selling, Compliance and Customer service
  
• Effectively manage, track and convert leads provided by the in-house telemarketing unit.
  
• Engage with customers to provide quick response to customer queries, provide customer service.
  
• Assist in Direct customer service policyholder’s complaint resolution.
  
• Ensure retention of in his allocated book of relations.
  
• Educate team/ prospects about MNYL products vis--vis products of competition to enable them in taking appropriate decisions
  

Requirements

Graduate

Must have team leading experience for 3 to 4 years .

• Life

  Insurance experience of minimum 7-8 years

• Should be from Life Insurance sales.

• Age not more than 40

• Must be a local.

• Should be from Direct channel.

• Generating at least 1.5 Cr+ Business annually in Current or Last Company

Benefits

Industrial standards

Preferred candidate profile