Team Member - Ppd&vrm, Mumbai-ih
- Max Life Insurance
- 2 to 5 Yrs
- Mumbai
- 4 years ago
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Job Description
Team Member - PPD&VRM, Mumbai-IH
Supporting Actions
Virtual Relationship Sales Management
Tracks market share and gross sales (to ensure that the Zone delivers the targets
Drives activation of MFDs to achieve higher sales volumes
Drives ongoing sales from the defined relationships and contribute towards sales achievements
Obtains and analyzes information from market to increase the Activation liaises to increase sales
Profiles distributors and caters to their requirements to ensure ongoing business from them
Daily track the VRM Productivity and business converted
Managing Distributor Engagement
Conducts joint meetings and contact with the distributors along with the VRMs
Disseminates updates and other product related information in timely manner to the VRMs (via email & connect with distributor)
Organizes and executes trainings for the VRMS and engagements for partners in collaboration with Investor Education
o Updates VYMO with requisite information to facilitate information collation and analysis
Reporting and compliance
Ensures 100% compliance with internal reporting & audit systems
Provides weekly reports, to the VRM Head
Manage the distributor servicing process
Ensure all the distributor queries are handle and reverted on time
Identify gap areas and prioritize them based on the distributor expectations
Help developing systems to monitor adherence along with Manager
Identify & Implement the existing processes to improve the level of service.
Share / adopt best practices across channels and share new ideas to enhance service offerings
Promote cross selling and upselling of the products
Pass on the Leads to the Sales RM
Feedback action planning & Digital adoption
Define action plans for implementing the proposed changes.
Improve performance metrics like Process Efficiency (eg-TAT), productivity, cost saving, customer satisfaction, etc.
Use of technology (CRM, Right fax, IT infrastructure to move the manual interactions in to automated channels).
Enhance distributor experience, increasing efficiency and productivity and overall cost reduction.
Implement the digital adoptions
Continuous review of VRM Distributor servicing processes
Liaise with CRM team for development.
Liaise with Contact centre operations team for implementation.
Check with the Training and Quality team for standardization and quality of delivery.
Complaint and Escalation Management
Detailed RCA of Distributor complaints for resolving it.
Follow up with CAMS/Customer service team for resolution to resolve the escalation
Final resolution call to customer for closing the escalation.
Qualifications:
Other Degree
Minimum Experience Level:
2-5 Years
Report to:
Associate Vice President
Employement Category:
Employement Type: Full timeIndustry: Banking / Financial Services Role Category: Sales / BD Functional Area: Not ApplicableRole/Responsibilies: Team Member - Ppd&vrm, Mumbai-ihContact Details:
Company: Aditya BirlaLocation(s): Mumbai
Keyskills: sales management relationship management branch sales
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Max Life Insurance
About the organization:Max Life Insurance is India’s 4th largest private life insurance company and is the largest non-bank promoted private life insurer in India. We have demonstrated success in building a business now operating at considerable scale, reflected in more than 60,000 cr of As...
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