Branch relationship Manager
4 weeks ago
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 policyholders 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
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
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