Branch Relationship Manager - CAT - Axis

Max Life Insurance; Gwalior District; On-site; INR 4,00,000 - 7,00,000; Full time

Job summary

A leading insurance firm is seeking a Branch Relationship Manager in India to oversee team productivity and exceed revenue targets. This role involves conducting performance reviews, assisting in customer service, and managing a team to ensure compliance with company regulations. The ideal candidate should have strong sales management skills and a passion for customer engagement. This position requires effective leadership and performance tracking to maintain and grow business relationships.

Qualifications

• Ability to meet productivity measures and exceed revenue targets.
• Experience in sales management and leading teams.
• Knowledge of customer service practices and compliance.

Responsibilities

• Meet productivity measures for executives in the unit.
• Exceed revenue targets and conduct performance reviews.
• Supervise daily activities and ensure compliance standards.

Skills

Leadership

Sales Management

Customer Service

Performance Tracking

Product Knowledge

Job description

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Branch Relationship Manager - CAT - Axis

Key Responsibilities:

• 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

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 executives consistently achieving G3 standards.
• Retention of Team
• Persistency of Portfolio
• Process Compliance
• Timeliness & accuracy of reports

Self Development: Induction/Certifications/Trainings/Completion of Licensing