Relationship Management Professional

4 weeks ago


Cochin, Kerala, India Ekani Management Services Pvt Ltd Full time
Job Summary

As a Branch Relationship Manager at Ekani Management Services Pvt Ltd, you will be responsible for leading a team to achieve service to sales targets through effective relationship management and sales productivity.

Key Responsibilities:

  • Identify and recruit sales executives with support from HR.
  • Meet productivity measures for the unit, including premium per executive, case rate, persistency, retention, and exceeding planned productivity standards.
  • Exceed revenue targets.
  • Conduct joint field work with executives and demonstrate successful selling skills.
  • Perform fortnightly performance reviews with executives.
  • Help executives use the GOLD system for maximizing business from target markets.
  • Supervise daily activity plans to ensure desired levels are met.
  • Ensure executives adhere to company rules and regulations regarding need-based selling, compliance, and customer service.
  • Effectively manage and convert leads provided by the in-house telemarketing unit.
  • Engage with customers to provide quick responses to queries and provide customer service.
  • Assist in direct customer service policyholder complaint resolution.
  • Maintain retention of allocated customer relationships.
  • Educate teams and prospects about MNYL products compared to competition products.

Measures of Success:

  • Target Achievements (Adjusted 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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