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Branch Relationship Manager (BRM)

Posted by ANRI HR Solutions

Mumbai,Surat,Vadodara
4 LPA - 7.5 LPA
About Company
Job Description

JOB SUMMARY

 

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

 

 

KEY RESPONSIBILITIES

 

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.

 

 

 

MEASURES OF SUCCESS

 

  • 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

 

 

DESIRED QUALIFICATIONS AND EXPERIENCE

  • 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

 

 

KNOWLEDGE / SKILLS / ABILITIES

  • 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

10

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

Industry

financial services,insurance,real estate

What is the Qualification required for this job?

ANRI HR Solutions expects the desired candidate to be a Graduate

Degree

Any

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

Office

Location

Mumbai,Surat,Vadodara

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