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Branch Relationship Manager

1.00 to 5.00 Years   Delhi   02 May, 2023
Job LocationDelhi
EducationNot Mentioned
SalaryNot Disclosed
IndustryBanking / Financial Services
Functional AreaSales / BDField Sales Executive
EmploymentTypeFull-time

Job Description

    PositionBranch Relationship ManagerLocation Delhi & JammuJOB SUMMARYIs 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 theunit: 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 takingappropriate 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

Keyskills :
performance managementbranch management

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