Position : Branch Relationship Manager

Department : Customer Advisory Team

Function : CAT LOYALTY - 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

Key Details:

• Must have team leading experience for 3 to 4 years

• Life Insurance experience of minimum 7-8 years

• Should be from Life Insurance sales (No BANCA)

• Age not more than 40 Years

• Must be a local

• Should be from Direct channel

• Generating at least 1.5 Cr+ Business annually in Current or Last Company