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CRM DM Lucknow

Aditya Birla Capital

Uttar Pradesh, India · 全职

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任何
薪水
职位空缺
1
发布
18小时前
工作模式
在办公室
恢复
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职位描述

Job Purpose

The role focuses on driving insurance sales through an assigned team and managing the orphan database across various campaigns. It involves providing comprehensive pre-sales and post-sales support to clients and the sales team. The objective is not only to meet targets but also to ensure steady business growth each quarter.

Job Challenges

  • Promoting a service-oriented sales approach specifically for orphan customers.
  • Implementing tailored and segmented strategies for different campaigns.
  • Handling frontline sales force attrition and finding quality talent in a constrained market.

Key Responsibilities

  • Implement a loyalty model to maintain strong relationships with orphan customers.
  • Drive up-selling through assigned campaigns and ensure collection of renewals to conserve Assets Under Management (AUM).
  • Achieve premium and new business targets contributing to overall company growth.
  • Distribute leads among team members aligned with target goals.
  • Monitor and evaluate team performance regularly against top-line and health indicators.
  • Provide continuous guidance and support during sales processes, lead conversions, and deal closures.
  • Actively engage in reward and recognition activities promoted by the organization to motivate the team.
  • Ensure smooth operation of sales and related processes, including communication of process or policy changes through training modules.
  • Oversee that sales visits, policy issuance, and complaint resolution proceed without obstacles.
  • Align team member skills with job responsibilities to maximize productivity and allocate targets based on business unit opportunities.
  • Review business quality periodically to provide insightful feedback to superiors.
  • Meet persistency targets by timely renewal efforts and undertake necessary corrective actions to maintain customer retention.
  • Recruit new team members on schedule and manage attrition within defined limits.
  • Deliver ongoing on-the-job training and skill development to enhance team capability.

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