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Branch Relationship Manager

3 months ago

Cochin, Kerala, India Max Life Insurance Full time

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 company's 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-à-vis products of competition to enable them in taking appropriate decisions

MEASURES OF SUCCESS:

Target Achievements (Adj. AFYP, NOP, % Penetration in assigned book of relations of team & Product Mix) Team G3 standard productivity (mainly case rate, case size & Collections) and % of executives consistently achieving G3 standards. Retention of Team Persistency of Portfolio Process Compliance Timeliness & accuracy of reports % Collection (Plan Vs Actual) Complaint Resolution /Customer satisfaction

Self Development: Induction/Certifications/Trainings/Completion of Licensing

DESIRED QUALIFICATIONS AND EXPERIENCE:

Graduate preferably with an MBA degree Total experience should be 8-10 Yrs with min. 3- 5 years' experience in handling ofSales Reps/Agents/DSAs.

KNOWLEDGE / SKILLS / ABILITIES

Familiarity with the local market Ability to supervise, develop & motivate team. Result Orientation Leadership ability Disciplined, structured & process driven