Branch Relationship Manager

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- -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.
• KNOWLEDGE / SKILLS / ABILITIESFamiliarity with the local market
• Ability to supervise, develop & motivate team.
• Result Orientation
• Leadership ability
• Disciplined, structured & process driven

Role: Branch Sales Manager (B2B)

Industry Type: Insurance

Department: Sales & Business Development

Employment Type: Full Time, Permanent

Role Category: Enterprise & B2B Sales

Education

UG: Any Graduate

PG: MBA/PGDM in Any Specialization