Branch Relationship Manager for Life Insurance (Loyalty Channel), Bareilly
Location
Bareilly | India
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
Insurance,Direct Channel,Life Insurance,team leader,branch manager
Designation: Branch Relationship Manager for Life Insurance (Loyalty Channel), Bareilly
Vacancies: 1
Experience: 7.0 Year(s) - 8.0 Year(s)
Job tags
Salary
Rs 8 - 9 lakhs p.a.