Career Opportunities

Position

Branch Relationship Manager

Location

 Mumbai

Department

Customer Advisory Team

Function

CAT - Sales

Reporting to

 Territory Manager

( Customer Advisory Team)

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.

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 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 MNYL products vis-à-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

Self Development: Induction/Certifications/Trainings/Completion of Licensing

DESIRED QUALIFICATIONS AND EXPERIENCE:

·      Graduate preferably with an MBA degree      

·      Min. 5-7 years experience in handling of Sales Reps/Agents/DSAs.

KNOWLEDGE / SKILLS / ABILITIES

·      Familiarity with the local market

·      Ability to supervise, develop & motivate team.

·      Result Orientation

·      Leadership ability

·      Disciplined, structured & process driven