CRM DM Lucknow

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.