Tm CRM Patna

2 weeks ago

Patna Bihar, India AB Sun Life Insurance Co Ltd Full time

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 maintain Ensure not only achieving the target but also to make sure there is a consistent growth in the business every quarter.

Job Context & Major Challenges

Job Context: 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 maintain Ensure not only achieving the target but also to make sure there is a consistent growth in the business every quarter.

Job Challenges: - 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.

Key Result Areas

**KRA (Accountabilities) (Max 1325 Characters)**

**Supporting Actions (Max 1325 Characters)**
- KRA1
- 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.
- KRA2
- 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.
- KRA3
- 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
- KRA4
- 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.
- KRA5
- 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
- KRA6
- 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.

Minimum Experience Level
- 1 - 3 years

Job Qualifications
- Under Graduate

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