Branch Relationship Manager - CAT - Loyalty
Branch Relationship Manager - CAT - Loyalty
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Job Description
Job Description
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 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 MLI products vis--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 Zonal Vice President Asst Vice President Regional Relationship Manager Terriroty Manager Branch Relationship Manager
Job Description
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 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 MLI products vis--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 Zonal Vice President Asst Vice President Regional Relationship Manager Terriroty Manager Branch Relationship Manager
Required Experience:
Manager
Employment Type
Full Time
