Branch Relationship Manager
Date: May 19, 2025
Location: Kanpur, UP, 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
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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
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