A

CRM - Ujjain

Aditya Birla Capital

Madhya Pradesh, India · Full Time

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Experience
Any
Salary
Openings
1
Posted
6 days ago
Work mode
In office
Resume
Required to apply

Where you'll work

Job description

Job purpose

The role is focused on growing insurance business from the assigned team and orphan customer database through campaign-based activity. It also involves providing complete pre-sales and post-sales support to clients while guiding the team, with the aim of not only meeting targets but also delivering steady quarterly business growth.

Role context and key challenges

This position requires driving a service-to-sales mindset for orphan customers and using a differentiated, segmented approach across campaigns. The role also has to deal with challenges such as sales-force attrition and the limited availability of high-quality talent.

Key result areas

Implementation of loyalty model

  • Build and maintain relationships with orphan customers.
  • Use campaigns to cross-sell and up-sell to the assigned customer base.
  • Support renewal collection and protect AUM from the assigned portfolio.

Achievement of premium and NOP targets

  • Allocate leads to team members according to the targets set.
  • Track performance regularly across topline and health metrics.
  • Coach the team on sales steps, lead conversion, and closing deals.
  • Drive all recognition and reward initiatives being run by the organisation.

Right person in the right role

  • Assess team strengths and assign responsibilities accordingly.
  • Evaluate each business unit’s opportunity and distribute targets appropriately.

Right business acquisition approach

  • Review business performance regularly and share relevant updates with senior management.
  • Meet persistency norms so renewals happen on schedule.
  • Take corrective action on persistency and health-related concerns.

Recruitment and training

  • Hire team members in line with time-based requirements.
  • Control attrition within the specified limits.
  • Build capability through ongoing on-the-job training and skill development.

Additional information

No salary, stipend, eligibility, educational qualification, perks, notice period, start date, or number of openings were specified in the source content.

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