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- 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
- Focus on cross-sell & up-sell opportunity through self sourcing
- Ensure successful completion of licensing as per MLI standards
- 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
- Familiarity with the local market
- Ability to supervise, develop & motivate team.
- Result Orientation & adaptability to change
- Leadership ability
- Disciplined, structured & process driven
- MS Office
- Graduate preferably with an MBA degree
- Prior experience in team handling role
- Min experience of 5 yrs
- Preferably 25-30 years of age
Branch Relationship Manager - Jodhpur, India - Max Life Insurance
Description
KEY RESPONSIBILITIES
Service through relationship management
Sales
Measures of Success
Key Relationships (Internal /External)
Internal – HR/Trainers/Supervisors/Peers
External- Customers
Key competencies/skills required
Desired qualification and experience
Org Chart
Channel Head à Zonal Vice President à Asst Vice President à Regional Relationship Manager à Terriroty Manager à Branch Relationship Manager