Customer Relationship Manager

Job Purpose

Job Purpose Description

• 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.

• Dimensions
  
  

What are the areas (in quantitative terms) the job has an impact on?

Dimension

Remarks

Manpower (Nos.)

Direct: 5-7

Indirect: N/A

FYP Targets

~ Rs. 8 mn

NOP Targets

200-250

Renewal Collection on orphan Base

20-30 crores of AUM

• Job Context & Major Challenges (What are the specific aspects of the job that provide a challenge to the jobholder in the context of the Unit/Zone?
  
  

Key Challenges for the role –

• 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.
• Principal Accountabilities
  
  

Accountability

Supporting Actions

Implementation of Loyalty Model

• To ensure maintenance of relationship with Orphan customers.
• Up-Sell to customers assigned through various campaigns.
• Ensure Renewal collection and AUM conservation of the assigned base.
  
  

Achieve Targets related to Premium and NOP in order to contribute in overall growth of the company

• Allocate leads to the team members as per targets decided.
• Periodically monitor and review performance on the assigned topline and health parameters
• Handhold and guide them on the sales process, lead conversion and closure of sale
• Aggressively downloading all the RnR activities running by the organisation.
  
  

Executes smooth function of the sales and other processes in order to maximise business potential.

• Communicating any process change or change in any rules and regulations by the help of different training module.
• Ensure that actual sales and service aspects including sales calls, issuance and complaint handling are carried out without any blocks