Branch Relationship Manager - CAT - Elite

Position

BRM

Location

Bangalore

Department

Direct Sales Force

Function

CAT - Elite

Reporting to

RM

Band

Senior Manager(4A)

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

Position

BRM

Location

Bangalore

Department

Direct Sales Force

Function

CAT - Elite

Reporting to

RM

Band

Senior Manager(4A)

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