Relationship Management Professional
4 weeks ago
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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