Branch Relationship Manager for Life Insurance (Loyalty Channel), Bareilly

Job Description:

·           Must have team leading experience for 3 to 4 years .

·           Life Insurance experience of minimum 7-8 years

·           Should be from Life Insurance

·           Age not more than 40

·           Must be a local of Bareilly

·           Generating at least 1.5 Cr+ Business annually in Current or Last Company

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.

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