branch relationship manager - Bareilly, India - Amrit Consultancy Pvt Ltd

Description

A leading
lifeinsurance company in India offers a range of
life insurance plans and policies toensure Lifetime Protection for you and your family.

Caring An imperative value that emphasiseson individuals who are extremely compassionate and demonstraterespect for people. It is about being proactive to offer guidanceand help to fellow colleagues. Being open to new ideas and going anextra mile to implement them.

Collaboration A value which is all aboutbeing boundaryless in approach by going beyond one s directresponsibilities to achieve functional and organizational goals.

Itis about believing & creating opportunities for self andothers to improve working relationships.
Customer Obession It is not just about beingCustomer focused however it is being obsessed with deliveringexceptional customer experience. Proactively making extraordinaryefforts to deliver superior quality output hence creating customerdelight.

GrowthMindset A value which drives and defines usto challenge the status quo by being ambitious ready to put inextra efforts & demonstrate courage to achieve exceptionalresults.

It is about seeking & creating opportunities toinvest in self fellow colleagues to sharpen their skills andcultivate high performing culture.

JOBDESCRIPTION:

JOB SUMMARY

Isresponsible for managing developing & supervising the teamwith a key focus on Service to sales through relationshipmanagement sales productivityperexecutive thereby achieving sales& service targets

KEY RESPONSIBILITIES:

Identify interview and select salesexecutives with support from HR.

To meet thefollowing productivity measures for the unit:

Premium per executivecase rate persistency retention and a high % of executivesexceeding planned productivity standards

Exceed revenue targets

Undertake joint fieldwork with executives and observe/demonstrate successful sellingskills Conduct Fortnightly performancereview (PRP) with executives Help executivesuse the GOLD system for maximizing business from a given targetmarket Supervise daily activity plan of allexecutives to ensure that these are being fulfilled as per thedesired levels Ensure that all executivesunder supervision perform 100% as per the company s rules andregulations wrt.

Need based selling Compliance and Customerservice Effectively manage track and convertleads provided by the inhouse telemarketingunit. Engage with customers to provide quickresponse to customer queries provide customerservice. Assist in Direct customer servicepolicyholder s complaint resolution. Ensureretention of in his allocated book ofrelations.

Educate team/ prospects aboutMNYL products vis vis products of competition to enable them intaking appropriate decisions
MEASURES OFSUCCESS: TargetAchievements (Adj. AFYP NOP % Penetration in assigned book ofrelations of team & Product Mix)

Team G3 standard productivity (mainly case rate case size &Collections) and % of executives consistently achieving G3standards. Retention ofTeam Persistency ofPortfolio ProcessCompliance Timeliness & accuracy ofreports % Collection (Plan VsActual) Complaint Resolution /Customersatisfaction

Self Development:
Induction/Certifications/Trainings/Completion ofLicensing

DESIRED QUALIFICATIONS
ANDEXPERIENCE: Graduatepreferably with an MBA degree Min. 57 yearsexperience in handling of SalesReps/Agents/DSAs.

KNOWLEDGE / SKILLS / ABILITIES

Familiarity with the localmarket Ability to supervise develop& motivate team. ResultOrientation Leadershipability Disciplined structured &process driven

leadership,insurancesales,customer service,team management,result orientation,directchannel sales,market familiarity,process driven,relationshipmanagement,sales,life insurance