Branch Relationship Manager

4 weeks ago

Shimla, India Axis Max Life Insurance Full time

Role & 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

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