Branch Relationship Manager

Job Description Job Description Position BRM Location Bangalore Department Direct Sales Force Function CAT - Elite Reporting to RM Band Senior Manager(4A) KEY RESPONSIBILITIES Maintain Customer Relationship - Ensure that team builds sustainable relationships and trust with customer accounts through open and interactive communication - Determine clients particular needs and financial situations by scheduling fact-finding appointments and determining the extent of present coverage and investments Track and Supervise Campaign Calling - Track Segmented product based campaigns including GLIP, SWP, FWP and others - Ensure that the team follows communication procedures, guidelines & policies Supervise/Track Service Request Calls - Keep records of customer interactions, process customer accounts and file documents - Provide appropriate solutions and up-selling strategies to the team basis the feedback of the previous interactions - Perform random follow-ups to ensure customer satisfaction and query resolution - Provide accurate, valid and complete information by using the right methods/tools Growth & Planning - Develop marketing strategies and promote all types of new insurance contracts or suggest additions/changes to existing ones - Evaluate business or individual customers needs and financial status and propose protection plans that meet their criteria Measures of Success Maintain Customer Relationship - Ensure clients particular needs and the extent of present coverage and investments are appropriate - Ensure customer satisfaction scores are above within the acceptable range Track and Supervise Campaign Calling - Ensure that the team follows communication procedures, guidelines & policies Supervise/Track Service Request Calls - Random Audit to ensure customer satisfaction and query resolution Growth & Planning Sustain customer acquisition and revenue growth objectives Desired qualification and experience - Graduate preferably with an MBA degree - Prior experience in team handling role Job Description Position BRM Location Bangalore Department Direct Sales Force Function CAT - Elite Reporting to RM Band Senior Manager(4A) KEY RESPONSIBILITIES Maintain Customer Relationship - Ensure that team builds sustainable relationships and trust with customer accounts through open and interactive communication - Determine clients particular needs and financial situations by scheduling fact-finding appointments and determining the extent of present coverage and investments Track and Supervise Campaign Calling - Track Segmented product based campaigns including GLIP, SWP, FWP and others - Ensure that the team follows communication procedures, guidelines & policies Supervise/Track Service Request Calls - Keep records of customer interactions, process customer accounts and file documents - Provide appropriate solutions and up-selling strategies to the team basis the feedback of the previous interactions - Perform random follow-ups to ensure customer satisfaction and query resolution - Provide accurate, valid and complete information by using the right methods/tools Growth & Planning - Develop marketing strategies and promote all types of new insurance contracts or suggest additions/changes to existing ones - Evaluate business or individual customers needs and financial status and propose protection plans that meet their criteria Measures of Success Maintain Customer Relationship - Ensure clients particular needs and the extent of present coverage and investments are appropriate - Ensure customer satisfaction scores are above within the acceptable range Track and Supervise Campaign Calling - Ensure that the team follows communication procedures, guidelines & policies Supervise/Track Service Request Calls - Random Audit to ensure customer satisfaction and query resolution Growth & Planning Sustain customer acquisition and revenue growth objectives Desired qualification and experience - Graduate preferably with an MBA degree - Prior experience in team handling role