Branch Relationship Manager - Customer Advisory Team Job in Max Financial Services Limited

JOB SUMMARY

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. Also has the flexibility to increase productivity and meet targets through self sourced business from HNI clientele

KEY RESPONSIBILITIES

Service through relationship management

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 MLI products vis--vis products of competition to enable them in taking appropriate decisions

Sales

Focus on cross-sell & up-sell opportunity through self sourcing

Ensure successful completion of licensing as per MLI standards

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 through certifications/trainings etc

Key Relationships (Internal /External)

Internal HR/Trainers/Supervisors/Peers

External- Customers

Key competencies/skills required

Familiarity with the local market

Ability to supervise, develop & motivate team.

Result Orientation & adaptability to change

Leadership ability

Disciplined, structured & process driven

MS Office

Desired qualification and experience

Graduate preferably with an MBA degree

Prior experience in team handling role

Min experience of 5 yrs

Preferably 25-30 years of age