CRM-DM- PATNA

Updated: April 22, 2022
Location: Bihar, India
Organization: Financial Services

Job Description:

1)  Job Purpose

 Drive Insurance Business from assigned team and Orphan database across campaigns. To ensure all the pre and post sales support and services to the clients along with the team. To ensure not only achieving the target but also to make sure there is a consistent growth in the business every quarter.

 

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2) Dimensions 

What are the areas (in quantitative terms) the job has an impact on?

 

 

Dimension

Remarks

1.

Manpower (Nos.)

Direct: 5-7

Indirect: N/A

 

2.

FYP Targets

~ Rs. 8 mn

 

3.

NOP Targets

200-250

 

4.

Renewal Collection on orphan Base

20-30 crores of AUM

 

 

3) Job Context & Major Challenges

(What are the specific aspects of the job that provide a challenge to the jobholder in the context of the Unit/Zone?

Key Challenges for the role –

 

Organisation Context –

 

Aditya Birla Sun Life Insurance Co. launched its life insurance business in India in March of 2000 with a vision to create long term value along with market leadership, to help people mitigate risks of life, accident, health and enhance the financial future of customers, including enterprises.

 

Key Challenges for the role –

·         To drive adoption of Service to sales approach on the Orphan customer.

·         To ensure differentiated and segmented approach to various campaigns

·         To manage attrition of the front line sales force and limited availability of quality talent.

 

 

4) Principal Accountabilities

Accountability

Supporting Actions

Implementation of Loyalty Model

1.     To ensure maintenance of relationship with Orphan customers.

2.     Up-Sell to customers assigned through various campaigns.

3.     Ensure Renewal collection and AUM conservation of the assigned base.   

 

Achieve Targets related to Premium and NOP  in order to contribute in overall growth of the company 

 

4.     Allocate leads to the team members as per targets decided.

5.     Periodically monitor and review performance on the assigned topline and health parameters

6.     Handhold and guide them on the sales process, lead conversion and closure of sale

7.     Aggressively downloading all the RnR activities running by the organisation. 

 

Executes smooth function of the sales and other processes in order to maximise business potential.

1.     Communicating any process change or change in any rules and regulations by the help of different training module.

2.     Ensure that actual sales and service aspects including sales calls, issuance and complaint handling are carried out without any blocks

 

Ensure relevant people in the right place right time in order to maximise the productivity 

1.   Understanding the strength of the resource and depending on that allocating job responsibility 

2.   Evaluating the opportunity of each business unit and allocating targets as per that.

 

Execute the right method of business acquisition in order get the profitable mix for the organisation  

1.     Scrutinise the business on regular basis and give the relevant information to superiors

2.     Achieve Persistency targets as per the company norms so that renewals take place on time 

3.     Take corrective actions related to persistency and health  

Recruitment & Training

1.     To ensure recruitment of team on a time based manner.

2.     To manage attrition within the specified limits.

3.     Ensure through continuous on the job training, skill enhancement of team members.

 


Qualifications:
Any Graduate

Minimum Experience Level:
4-6 Years

Report to:
Joint Vice President

 
Please ensure the completeness of application. Incomplete Application will not be accepted.