Branch Relationship Manager

4 days ago


Vadodara, India Max Life Insurance Full time
KEY RESPONSIBILITIES

Drive Revenue through Cross sell / Up sellEnsure team works on every lead allocated from HO teamDrive productivity measures like lead to conversion ratio.Supervise daily activity plan of team & setup governance mechanismUndertake join field work with team to demonstrate successfully financial planning skills.Ensure 100% training/certification of the team from regulatory perspectiveExceed month on month revenue target & collection targetCustomer Service/Retention through relationship managementEstablish customer relationship building culture in the teamHelp team resolve service requests of customersDrive renewal collection on allocated base.Provide appropriate training to team for effective customer service.Drive team to generate leads from existing customers.Team ManagementIdentify and hire right candidates with the help of HREnsure 85% hiring module completion at all timesDrive productivity and activation for all FOSManage AttritionMeasures of SuccessExecution measuresDrive revenue through cross sell/up sell businessCollection of due premium as per target.Service resolution percentage/TATCustomer satisfaction scoreRetention of teamProcess complianceKey competencies/skills requiredBuilding relationships – ability to influence customers/peersStrong Stakeholder ManagementBuilding collaboration – ability to influence teamDetail-orientedCustomer centricity.Key Relationships Management (Internal /External)Internal:

Head of SPARC, CET team, Training, HRExternal:

Customers

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