Branch Relationship Manager

Date: May 19, 2025

Location: Chennai, TN, IN

Company: maxlifeins

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 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