BRANCH RELATIONSHIP MANAGER - CAT LOYALTY VERTICAL (DIRECT CHANNEL)

☞ Amrit Consultancy

View: 104

Update day: 14-05-2024

Location: Dhanbad Jharkhand

Category: Sales

Industry: Staffing Recruiting

Position: Mid-Senior level

Job type: Full-time

Salary: ₹600,000/mo - ₹900,000/mo

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Job content

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

Skills: life insurance,insurance agency management,sales,agency leadership,team development,insurance background,agency development,compliance,sales productivity,customer service,team building,team management,supervision,relationship management,managing agency relationships
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Deadline: 13-06-2024

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