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Branch Relationship Manager

ConfidentialShimla

27 days ago

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 Development Induction / Certifications / Trainings / Completion of Licensing

DESIRED QUALIFICATIONS AND EXPERIENCE

Graduate preferably with an MBA degree

Min. 5-7 years experience in handling of Sales Reps / Agents / DSAs.

KNOWLEDGE / SKILLS / ABILITIES Familiarity 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

Skills Required

Financial Services, Relationship Management, Sales, Customer Service, Customer Satisfaction, human capital , Telemarketing, Licensing

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Relationship Manager • Shimla

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