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Branch Relationship Manager

Branch Relationship Manager

Max Life InsuranceMumbai, MH, IN
30+ days ago
Job description

KEY RESPONSIBILITIES

Service through relationship management

  • 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 MLI products vis-à-vis products of competition to enable them in taking appropriate decisions

Sales

  • Focus on cross-sell & up-sell opportunity through self sourcing
  • Ensure successful completion of licensing as per MLI standards

    • 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 through certifications / trainings etc

    • Key Relationships (Internal / External)

    Internal – HR / Trainers / Supervisors / Peers

    External- Customers

    Key competencies / skills required

  • Familiarity with the local market
  • Ability to supervise, develop & motivate team.
  • Result Orientation & adaptability to change
  • Leadership ability
  • Disciplined, structured & process driven
  • MS Office

    • Desired qualification and experience

  • Graduate preferably with an MBA degree
  • Prior experience in team handling role
  • Min experience of 5 yrs
  • Preferably 25-30 years of age

    • Org Chart

    Channel Head à Zonal Vice President à Asst Vice President à Regional Relationship Manager à Terriroty Manager à Branch Relationship Manager