Position Branch Relationship Manager Incumbent 1 Department Customer Advisory Team Function CAT Sales Reporting to Territory Manager Regional Relationship Manager Band 4A Location Goa Nashik Team size D I D JOB SUMMARY Is responsible for managing developing supervising the team with a key focus on Service to sales through relationship management sales productivity-per-executive thereby achieving sales service targets Also has the flexibility to increase productivity and meet targets through self sourced business from HNI clientele KEY RESPONSIBILITIES Service through relationship management 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-a-vis products of competition to enable them in taking appropriate decisions Sales Focus on cross-sell up-sell prospect through self sourcing Ensure successful completion of licensing as per MLI standards 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 Self Development through certifications trainings etc Key Relationships Internal External Internal - HR Trainers Supervisors Peers External- Customers Key competencies skills required Familiarity with the local market Ability to supervise develop motivate team Result Orientation adaptability to change Leadership ability Disciplined structured process driven MS Office Desired qualification and experience Graduate preferably with an MBA degree Prior experience in team handling role Min experience of 5 yrs Preferably 25-30 years of age Org Chart Channel Head aZonal Vice President a Asst Vice President a Regional Relationship Manager a Terriroty Manager a Branch Relationship Manager Position Branch Relationship Manager Incumbent 1 Department Customer Advisory Team Function CAT Sales Reporting to Territory Manager Regional Relationship Manager Band 4A Location Goa Nashik Team size D I D JOB SUMMARY Is responsible for managing developing supervising the team with a key focus on Service to sales through relationship management sales productivity-per-executive thereby achieving sales service targets Also has the flexibility to increase productivity and meet targets through self sourced business from HNI clientele KEY RESPONSIBILITIES Service through relationship management 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-a-vis products of competition to enable them in taking appropriate decisions Sales Focus on cross-sell up-sell opportunity through self sourcing Ensure successful completion of licensing as per MLI standards 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 Self Development through certifications trainings etc Key Relationships Internal External Internal - HR Trainers Supervisors Peers External- Customers Key competencies skills required Familiarity with the local market Ability to supervise develop motivate team Result Orientation adaptability to change Leadership ability Disciplined structured process driven MS Office Desired qualification and experience Graduate preferably with an MBA degree Prior experience in team handling role Min experience of 5 yrs Preferably 25-30 years of age Org Chart Channel Head aZonal Vice President a Asst Vice President a Regional Relationship Manager a Terriroty Manager a Branch Relationship Manager

📌 Branch Relationship Manager - Cat - Loyalty (Bengaluru)
🏢 Max Life Insurance
📍 Bengaluru