Branch Relationship Manager

2 days ago


Hyderabad, Telangana, India Max Life Insurance Full time
Job Description

- 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
- 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
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