Branch Relationship Manager

JOB SUMMARY

Is responsible for managing, developing & supervising the team with a key focus on Service & sales through relationship management, sales productivity-per-executive, thereby achieving sales & service targets.

KEY RESPONSIBILITIES:

• Identify, interview and select sales managers with support from HR.
• To meet the following productivity measures for the unit: Premium per FSC, case rate, persistency, retention and a high % of FSC exceeding planned productivity standards
• Exceed revenue targets
• Undertake joint field work with sales manager and observe/demonstrate successful selling skills
• Conduct Fortnightly performance review (PRP) with FSC
• Help sales managers in maximizing business from assigned target market
• Supervise daily activity plan of all FSC to ensure that these are being fulfilled as per the desired levels
• Ensure that all FSC 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 business planning team.
• 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 MLI products vis-à-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 FSC 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 QUALIFICATIONS AND EXPERIENCE:

• Graduate preferably with an MBA degree      

• Total experience should be 8-10 yrs. with min. 3- 5 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

JOB SUMMARY

Is responsible for managing, developing & supervising the team with a key focus on Service & sales through relationship management, sales productivity-per-executive, thereby achieving sales & service targets.

KEY RESPONSIBILITIES:

• Identify, interview and select sales managers with support from HR.
• To meet the following productivity measures for the unit: Premium per FSC, case rate, persistency, retention and a high % of FSC exceeding planned productivity standards
• Exceed revenue targets
• Undertake joint field work with sales manager and observe/demonstrate successful selling skills
• Conduct Fortnightly performance review (PRP) with FSC
• Help sales managers in maximizing business from assigned target market
• Supervise daily activity plan of all FSC to ensure that these are being fulfilled as per the desired levels
• Ensure that all FSC 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 business planning team.
• 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 MLI products vis-à-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 FSC 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 QUALIFICATIONS AND EXPERIENCE:

• Graduate preferably with an MBA degree      

• Total experience should be 8-10 yrs. with min. 3- 5 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