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CRM DM Lucknow

Aditya Birla Capital

Uttar Pradesh, India دوام كامل

كن أول من يتقدم بطلب

خبرة
أي
مرتب
الوظائف الشاغرة
1
تم النشر
منذ 23 ساعة
وضع العمل
في المكتب
سيرة ذاتية
مطلوب للتقديم

مكان عملك

المسمى الوظيفي

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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