Branch Relationship Manager

4 weeks ago

Shimla, Himachal Pradesh, India Max Life Insurance Full time
Job Description

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- -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 DevelopmentInduction / Certifications / Trainings / Completion of Licensing

DESIRED QUALIFICATIONS AND EXPERIENCE

- Graduate preferably with an MBA degree
- Min. 5-7 years experience in handling ofSales Reps/Agents/DSAs.
- KNOWLEDGE / SKILLS / ABILITIESFamiliarity with the local market
- Ability to supervise, develop & motivate team.
- Result Orientation
- Leadership ability
- Disciplined, structured & process driven

Role:Branch Sales Manager (B2B)

Industry Type:Insurance

Department:Sales & Business Development

Employment Type:Full Time, Permanent

Role Category:Enterprise & B2B Sales

Education

UG:Any Graduate

PG:MBA/PGDM in Any Specialization

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