Branch Relationship Manager - CAT - Elite

5 - 9 years

0 Lacs

Posted:1 week ago| Platform: Shine logo

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On-site

Job Type

Full Time

Job Description

You will be responsible for managing, developing, and 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 reviews (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 policyholders" complaint resolution. - Ensure retention of 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. **Desired Qualifications and Experience:** - Graduate preferably with an MBA degree. - Min. 5-7 years experience in handling Sales Reps/Agents/DSAs. **Knowledge / Skills / Abilities:** - Familiarity with the local market. - Ability to supervise, develop & motivate the team. - Result Orientation. - Leadership ability. - Disciplined, structured & process-driven.,

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