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Branch Relationship Manager

ConfidentialBengaluru / Bangalore

26 days ago

Job description

KEY RESPONSIBILITIES Maintain Customer Relationship

Ensure that team builds sustainable relationships and trust with customer accounts through open and interactive communication
Determine clients particular needs and financial situations by scheduling fact-finding appointments and determining the extent of present coverage and investments

Track and Supervise Campaign Calling

Track Segmented product based campaigns including GLIP, SWP, FWP and others

Ensure that the team follows communication procedures, guidelines policies

Supervise / Track Service Request Calls

Keep records of customer interactions, process customer accounts and file documents

Provide appropriate solutions and up-selling strategies to the team basis the feedback of the previous interactions

Perform random follow-ups to ensure customer satisfaction and query resolution

Provide accurate, valid and complete information by using the right methods / tools

Growth Planning

Develop marketing strategies and promote all types of new insurance contracts or suggest additions / changes to existing ones

Evaluate business or individual customers needs and financial status and propose protection plans that meet their criteria

Measures of Success

Maintain Customer Relationship

Ensure clients particular needs and the extent of present coverage and investments are appropriate

Ensure customer satisfaction scores are above within the acceptable range

Track and Supervise Campaign Calling

Ensure that the team follows communication procedures, guidelines policies

Supervise / Track Service Request Calls

Random Audit to ensure customer satisfaction and query resolution

Growth Planning

Sustain customer acquisition and revenue growth objectives

Desired qualification and experience

Graduate preferably with an MBA degree;

Prior experience in team handling role

Role : Regional Sales Manager (B2C)

Industry Type : Insurance

Department : Sales & Business Development

Employment Type : Full Time, Permanent

Role Category : Retail & B2C Sales

Education

UG : Any Graduate

PG : MBA / PGDM in Marketing

Skills Required

Financial Services, Penetration, Bancassurance, Customer Service, Sales Process, Banking, human capital , Branch Banking, Pwd

Relationship Manager • Bengaluru / Bangalore