Branch Relationship Manager

Job Description

Position

BRM

No. of Positions

Department

CAT

Function

Reporting to

Territory Manager- CAT Elite

Band

4A

Location

Comp.

As per market compensation

Key Responsibilities:

Maintain Customer Relationship

·         Ensure that team builds sustainable relationships and trust with customer accounts through open and interactive communication

·         Determine clients’ particular needs and financial situations by scheduling fact-finding appointments and determining the extent of present coverage and investments

Track and Supervise Campaign Calling

·         Track Segmented product based campaigns including GLIP, SWP, FWP and others

·         Ensure that the team follows communication procedures, guidelines & policies

Supervise/Track Service Request Calls

·         Keep records of customer interactions, process customer accounts and file documents

·         Provide appropriate solutions and up-selling strategies to the team basis the feedback of the previous interactions

·         Perform random follow-ups to ensure customer satisfaction and query resolution

·         Provide accurate, valid and complete information by using the right methods/tools

Growth & Planning

·         Evaluate business or individual customers’ needs and financial status and propose protection plans that meet their criteria

Measure of Success:

Maintain Customer Relationship

·         Ensure clients’ particular needs and the extent of present coverage and investments are appropriate

·         Ensure customer satisfaction scores are above within the acceptable range

Track and Supervise Campaign Calling

·         Ensure that the team follows communication procedures, guidelines & policies

Supervise/Track Service Request Calls

·         Random Audit to ensure customer satisfaction and query resolution

Growth & Planning

·         Sustain customer acquisition and revenue growth objectives

Essential qualifications and experience:

Ø  Graduate

Ø  Minimum 6 Years of the experience in sales verticals dealing with HNI customers

Competence required:

Strong People Leadership, Experience in selling multiple financial products, Interpersonal communication, Customer centricity, Experience in sales verticals dealing with HNI customers, Managing teams

Job Description

Position

BRM

No. of Positions

Department

CAT

Function

Reporting to

Territory Manager- CAT Elite

Band

4A

Location

Comp.

As per market compensation

Key Responsibilities:

Maintain Customer Relationship

·         Ensure that team builds sustainable relationships and trust with customer accounts through open and interactive communication

·         Determine clients’ particular needs and financial situations by scheduling fact-finding appointments and determining the extent of present coverage and investments

Track and Supervise Campaign Calling

·         Track Segmented product based campaigns including GLIP, SWP, FWP and others

·         Ensure that the team follows communication procedures, guidelines & policies

Supervise/Track Service Request Calls

·         Keep records of customer interactions, process customer accounts and file documents

·         Provide appropriate solutions and up-selling strategies to the team basis the feedback of the previous interactions

·         Perform random follow-ups to ensure customer satisfaction and query resolution

·         Provide accurate, valid and complete information by using the right methods/tools

Growth & Planning

·         Evaluate business or individual customers’ needs and financial status and propose protection plans that meet their criteria

Measure of Success:

Maintain Customer Relationship

·         Ensure clients’ particular needs and the extent of present coverage and investments are appropriate

·         Ensure customer satisfaction scores are above within the acceptable range

Track and Supervise Campaign Calling

·         Ensure that the team follows communication procedures, guidelines & policies

Supervise/Track Service Request Calls

·         Random Audit to ensure customer satisfaction and query resolution

Growth & Planning

·         Sustain customer acquisition and revenue growth objectives

Essential qualifications and experience:

Ø  Graduate

Ø  Minimum 6 Years of the experience in sales verticals dealing with HNI customers

Competence required:

Strong People Leadership, Experience in selling multiple financial products, Interpersonal communication, Customer centricity, Experience in sales verticals dealing with HNI customers, Managing teams