Branch Relationship Manager Insurance

Branch Relationship Manager 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 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

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

products of competition to enable them in taking appropriate

decisions

Response Informatics is looking for .

Education : Any Graduate / Post Graduate