Branch Relationship Manager - Direct Sales Force

Branch Relationship Manager

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 companys 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 in his allocated book of relations.
• Educate team/ prospects about MNYL products vis--vis products of competition to enable them in taking appropriate decisions

Candidate Requirements

• Experience:

  Minimum 6 years in Life Insurance industry.

• Team Handling:

  Minimum 2 years of experience in managing a team.

• Performance:

  Must be a top performer in the current organization.

• Stability:

  Consistent career history with an average tenure of at least 3 years.

• Preferred Background:

  Direct Channel / Broking.

Education

• Graduate (MBA preferred)
  

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

About the Role

team performance, customer satisfaction, and business growth

For More Information:

Komal B. / HR Team

Phone/WhatsApp: +91 93289 59079