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Axis Max Life Insurance

Branch Relationship Manager

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Job Description

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 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 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 / ABILITIES

  • Familiarity with the local market
  • Ability to supervise, develop & motivate team.
  • Result Orientation
  • Leadership ability
  • Disciplined, structured & process driven

More Info

Job Type:
Industry:
Employment Type:
Open to candidates from:
Indian

Job ID: 110241571