Assistant Manager

3 months ago

gurugram, 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

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