Branch Relationship Manager

2 weeks ago


Mumbai, Maharashtra, India Rangam India Full time
Job Description

Career Opportunities

Position

Branch Relationship Manager

Location

Mumbai

Department

Customer Advisory Team

Function

CAT - Sales

Reporting to

Territory Manager

( Customer Advisory Team)

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 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

· Min. 5-7 years experience in handling of Sales 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



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