Introduction: Customer Advisory Team is dedicated to delivering exceptional customer service and strategic insights to ensure client satisfaction and business success. This team works closely with clients to understand their unique needs, provide tailored solutions, and guide them through the entire customer journey. By leveraging deep industry knowledge and expertise, the Customer Advisory Team helps clients achieve their goals, overcome challenges, and maximize the value of the products and services offered. Through proactive communication and problem-solving, the team fosters long-lasting relationships and drives customer retention and growth
Job Summary
The Branch Relationship Manager in the Customer Advisory Team is responsible for cultivating and managing strong relationships with clients at the branch level. This role involves understanding the unique needs of branch clients, offering personalized advisory services, and delivering tailored solutions to enhance client satisfaction and business growth. The Branch Relationship Manager will work closely with clients to resolve issues, identify opportunities, and ensure the seamless delivery of products and services. By maintaining regular communication and providing expert guidance, the Branch Relationship Manager plays a key role in fostering long-term client loyalty and driving the overall success of the branch’s customer engagement strategies. Additionally, this role includes collaborating with internal teams to improve service delivery and meet the evolving needs of branch clients.
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-à-vis products of competition to enable them in taking appropriate decisions
Key skills required
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
Desired qualification and experience
Graduate/Post Graduate in Management
Must have a minimum of 5 Yrs + experience.
Experience in managing customer relationship
Knowledge of Insurance sales and related processes
About Axis Max Life Insurance
Axis Max Life Insurance Limited, formerly known as Max Life Insurance Company Ltd., is a Joint Venture between Max Financial Services Limited (“MFSL”) and Axis Bank Limited. Axis Max Life Insurance offers comprehensive protection and long-term savings life insurance solutions through its multi-channel distribution, including agency and third-party distribution partners. It has built its operations over two decades through a need-based sales process, a customer-centric approach to engagement and service delivery and trained human capital. As per the annual audited financials for FY2023-24, Axis Max Life Insurance has achieved a gross written premium of INR 29,529 Cr. For more information, please visit the company website at www.maxlifeinsurance.com.
#ComeAsYouAre LGBTQIA+ and PwD candidates of all ages are encouraged to apply
Job Description
Job Title
Branch Relationship Manager - CAT Axis
Location
Multiple Locations
Department
Direct Sales Force
Function
Customer Advisory Team - Axis
Reporting to
Territory Manager - CAT Axis
Band
4A
Function Summary
Introduction: Customer Advisory Team is dedicated to delivering exceptional customer service and strategic insights to ensure client satisfaction and business success. This team works closely with clients to understand their unique needs, provide tailored solutions, and guide them through the entire customer journey. By leveraging deep industry knowledge and expertise, the Customer Advisory Team helps clients achieve their goals, overcome challenges, and maximize the value of the products and services offered. Through proactive communication and problem-solving, the team fosters long-lasting relationships and drives customer retention and growth
Job Summary
The Branch Relationship Manager in the Customer Advisory Team is responsible for cultivating and managing strong relationships with clients at the branch level. This role involves understanding the unique needs of branch clients, offering personalized advisory services, and delivering tailored solutions to enhance client satisfaction and business growth. The Branch Relationship Manager will work closely with clients to resolve issues, identify opportunities, and ensure the seamless delivery of products and services. By maintaining regular communication and providing expert guidance, the Branch Relationship Manager plays a key role in fostering long-term client loyalty and driving the overall success of the branch’s customer engagement strategies. Additionally, this role includes collaborating with internal teams to improve service delivery and meet the evolving needs of branch clients.
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-à-vis products of competition to enable them in taking appropriate decisions
Key skills required
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
Desired qualification and experience
Graduate/Post Graduate in Management
Must have a minimum of 5 Yrs + experience.
Experience in managing customer relationship
Knowledge of Insurance sales and related processes
About Axis Max Life Insurance
Axis Max Life Insurance Limited, formerly known as Max Life Insurance Company Ltd., is a Joint Venture between Max Financial Services Limited (“MFSL”) and Axis Bank Limited. Axis Max Life Insurance offers comprehensive protection and long-term savings life insurance solutions through its multi-channel distribution, including agency and third-party distribution partners. It has built its operations over two decades through a need-based sales process, a customer-centric approach to engagement and service delivery and trained human capital. As per the annual audited financials for FY2023-24, Axis Max Life Insurance has achieved a gross written premium of INR 29,529 Cr. For more information, please visit the company website at www.maxlifeinsurance.com.
#ComeAsYouAre LGBTQIA+ and PwD candidates of all ages are encouraged to apply
