Branch Relationship Manager CAT Elite

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profile Job Location:

Bengaluru - India

profile Monthly Salary: Not Disclosed
Posted on: 9 hours ago
Vacancies: 1 Vacancy

Job Summary

Job Description

Position

BRM

Location

Bangalore

Department

Direct Sales Force

Function

CAT - Elite

Reporting to

RM

Band

Senior Manager(4A)

KEY RESPONSIBILITIES

Maintain Customer Relationship

  • Ensure that team builds sustainable relationships and trust with customer accounts through open and interactive communication
  • Determine clients particular needs and financial situations by scheduling fact-finding appointments and determining the extent of present coverage and investments

Track and Supervise Campaign Calling

  • Track Segmented product based campaigns including GLIP SWP FWP and others
  • Ensure that the team follows communication procedures guidelines & policies

Supervise/Track Service Request Calls

  • Keep records of customer interactions process customer accounts and file documents
  • Provide appropriate solutions and up-selling strategies to the team basis the feedback of the previous interactions
  • Perform random follow-ups to ensure customer satisfaction and query resolution
  • Provide accurate valid and complete information by using the right methods/tools

Growth & Planning

  • Develop marketing strategies and promote all types of new insurance contracts or suggest additions/changes to existing ones
  • Evaluate business or individual customers needs and financial status and propose protection plans that meet their criteria

Measures of Success

Maintain Customer Relationship

  • Ensure clients particular needs and the extent of present coverage and investments are appropriate
  • Ensure customer satisfaction scores are above within the acceptable range

Track and Supervise Campaign Calling

  • Ensure that the team follows communication procedures guidelines & policies

Supervise/Track Service Request Calls

  • Random Audit to ensure customer satisfaction and query resolution

Growth & Planning

Sustain customer acquisition and revenue growth objectives

Desired qualification and experience

  • Graduate preferably with an MBA degree;
  • Prior experience in team handling role

Job Description

Position

BRM

Location

Bangalore

Department

Direct Sales Force

Function

CAT - Elite

Reporting to

RM

Band

Senior Manager(4A)

KEY RESPONSIBILITIES

Maintain Customer Relationship

  • Ensure that team builds sustainable relationships and trust with customer accounts through open and interactive communication
  • Determine clients particular needs and financial situations by scheduling fact-finding appointments and determining the extent of present coverage and investments

Track and Supervise Campaign Calling

  • Track Segmented product based campaigns including GLIP SWP FWP and others
  • Ensure that the team follows communication procedures guidelines & policies

Supervise/Track Service Request Calls

  • Keep records of customer interactions process customer accounts and file documents
  • Provide appropriate solutions and up-selling strategies to the team basis the feedback of the previous interactions
  • Perform random follow-ups to ensure customer satisfaction and query resolution
  • Provide accurate valid and complete information by using the right methods/tools

Growth & Planning

  • Develop marketing strategies and promote all types of new insurance contracts or suggest additions/changes to existing ones
  • Evaluate business or individual customers needs and financial status and propose protection plans that meet their criteria

Measures of Success

Maintain Customer Relationship

  • Ensure clients particular needs and the extent of present coverage and investments are appropriate
  • Ensure customer satisfaction scores are above within the acceptable range

Track and Supervise Campaign Calling

  • Ensure that the team follows communication procedures guidelines & policies

Supervise/Track Service Request Calls

  • Random Audit to ensure customer satisfaction and query resolution

Growth & Planning

Sustain customer acquisition and revenue growth objectives

Desired qualification and experience

  • Graduate preferably with an MBA degree;
  • Prior experience in team handling role


Required Experience:

Manager

Job DescriptionPositionBRMLocationBangaloreDepartmentDirect Sales ForceFunctionCAT - EliteReporting toRMBandSenior Manager(4A)KEY RESPONSIBILITIESMaintain Customer RelationshipEnsure that team builds sustainable relationships and trust with customer accounts through open and interactive communicatio...
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Key Skills

  • Business Development
  • Sales Experience
  • Loyalty Marketing
  • Portfolio Management
  • Wealth Management
  • Financial Services
  • Algebra
  • Territory Management
  • Banking
  • Relationship Management
  • Customer relationship management
  • Geometry

About Company

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Max Life Insurance , A leading life insurance company in India, offers a range of life insurance plans and policies to ensure Lifetime Protection for you and your family.

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