Our Client: - Is a leading private life insurance company is one of the most trusted names in the Indian financial services sector, with over two decades of experience and a strong presence across the country. - Known for its customer-first approach, the company offers a comprehensive range of protection, savings, investment, and retirement products tailored to diverse life goals. Backed by strong financial partners, it maintains high standards of transparency, compliance, and claim settlement ratios. - The organization is also recognized for its employee-friendly culture, providing structured training, career growth opportunities, and a performance-driven work environment. With a strong focus on digital innovation and operational efficiency, it continues to set benchmarks in customer service and employee engagement, making it a preferred employer in the insurance industry.- Job Title: Branch Relationship Manager- Department: Direct Sales Force- Reporting to: Territory Manager- Experience: Minimum 7-8 years of experience into Life Insurance- Education: Graduate- Location: Mumbai(Mumbai- Andheri, Borivali, Khar, Nahur and Navi Mumbai)About the Role: Is responsible for managing, developing & supervising the team with a key focus on Service to sales through relationship management, sales productivity-per-executive, thereby achieving sales & service targets.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, persistence, 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 plans 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 his allocated book of relations.- Educate team/prospects about MNYL products vis- 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.- % Collection (Plan Vs Actual).- Complaint Resolution/Customer satisfaction. (ref:updazz.com)
