MA

Branch Relationship Manager

Max Life Insurance
Bangalore8-16 LPA Posted 20 May 2025
FULL TIME
Telemarketing
Branch Management
Relationship Management
Customer Service

Job Description

  • 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
  • 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

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