Branch Relationship Manager
- Axis Max Life
- 3 - 8 years
- Bhubaneswar
- 3 months ago
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Job Description
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 products of competition to enable them in taking lead.
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
Job Classification
Industry: InsuranceFunctional Area / Department: BFSI, Investments & TradingRole Category: Life InsuranceRole: Life Insurance - OtherEmployement Type: Full timeContact Details:
Company: Axis Max LifeLocation(s): Bhubaneswar+ View Contact
Keyskills: Team Handling Life Insurance Direct Channel Sales Target Achievement Sales Sales Management Leadership Skills
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