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Branch Relationship Manager (BRM)

Posted by ANRI HR Solutions

4 LPA - 7.5 LPA
About Company
Job Description



Direct customer service and sales to existing MLI customers through relationship building. Customer leads will be provided by company.





Drive Revenue through Cross sell / Up sell

  • Focus on cross-sell & up-sell opportunity in every lead allocated from HO team
  • Drive productivity measures like lead to conversion ratio.
  • Exceed month on month revenue target & collection target
  • Competition Analysis for giving professional advice to customer
  • Fix self-appointments every day from the given customer database as per the campaign


Customer Service/Retention through relationship management

  • Timely & effectively resolve service requests of customers.
  • Drive renewal collection on allocated base.
  • Ensure retention of his/her allocated” Book of Relations” (existing customer database).
  • Establishing and strengthening relationship with the allocated customer base.
  • Identify financial goals of customers and providing financial planning assistance.






  • TAT adherence for updating System – CSG
  • Successful completion of cross-sell/ up-sell Business Goals month on month
  • Collection of payment/premium from 91-180 days’ due policies
  • Complaint Resolution /Customer satisfaction
  • Achievement of Retention Targets
  • > 45 unique customer meetings in a month
  • More than 90% attendance (of total working days)
  • Successfully score >=80% in the Functional Trainings imparted




  • Graduate with 1 – 3 years’ experience in sales of Insurance/ Mutual Fund/ CASA/ Investments/ Loans/ Real Estate.
  • Minimum 6 months’ exposure to Life Insurance
  • Age Bracket: 25-32 years
  • Must own a conveyance




  • Process & Result orientation
  • Customer centricity & relationship building
  • Basic Computer Knowledge.

Good communication skills- English and regional language

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Job Information

How much is the Offered Salary for this role?

ANRI HR Solutions will offer salary in the range 4 LPA - 7.5 LPA. The exact salary will be decided based on your skills, experience and interview performance.

Role requires experience in

Domestic - India

Number of positions / openings


What is the Min. Experience required for this job?

ANRI HR Solutions expects the desired candidate to have minimum experience of 1 year

What is the Max. Experience required for this job?

ANRI HR Solutions expects the desired candidate to have maximum experience of 3 years


financial services,insurance,real estate

What is the Qualification required for this job?

ANRI HR Solutions expects the desired candidate to be a Graduate



Work Shift

Day shift

Are there any unique Key Skills required for this job?

ANRI HR Solutions expects the desired candidate to have the following skills: B2B - Small & Medium Enterprise Sales,B2C Sales,Customer Handling,Field Sales,Team Handling/Leading

Work Location Type




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