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Assistant Manager

1 month ago


Gurgaon, India Aviva India Full time
Purpose:

We are looking for someone who would be able to collaborate with sales and strategy to implement the work processes around the CRM & support in managing daily sales CRM operations.

Candidate will play vital role in managing & driving CRM insights & MIS to CH/ZM to drive better in conversion for new customer onboarding, cross-sell from existing customers (Internal & External).

Main responsibilities:

- Implementation of scope of work on CRM processes in the organization- Project delivery management & internal coordination- Partnering and collaborating across multiple business departments to develop and enhance customizations, optimizations, and best practices for the customer experience- Ownership of prospect, customer & policy data database is correctly segmented, attributed and managed for marketing and sales activities.- Collaborating with other departments ensure the CRM strategy works well for them; measuring and analysing impact on the business.- Development of testing strategies to guarantee the most efficient approach for the organization and its customers.- Developing wireframes and process documentation during the production process & execution.- Proactively working on efforts to coordinate the success and completion of new development requests- Maximize characteristics and benefits of the CRM system- Create and interpret data from the software & appropriate reporting & business insights- Build & establish SOPs to be followed by CRM users & process owners- Play a System admin role & module trainings to user departments and end users- Stay on top of relevant statistics, including customer retention rate, lead conversion, activity completion rates & measure ROI etc.

Qualifications:

- Graduate/ PG from a reputed institute

Skills/ knowledge:

- Strong MIS Skills- Experience in data extraction/analysis- CRM System data methodology- Strategic Alliances & New Business Development- Insurance Domain Knowledge- Analytical, data-driven experience in data-processing software- Business Analysis and data Intelligence- Good team player- A proven history of excellent time management skills and performance under pressure

Experience:

- At least 2-4 years of Life Insurance experience (BFSI) is required.- Must have handled MIS for Sales CRM Operations- Proven track record of insurance sales and working with cross-functional teams focused on conceiving & implementing digital sale enhancement initiatives