CRM DM Lucknow

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/Job Challenges

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.

Key Result Areas

KRA (Accountabilities) (Max 1325 Characters)

Supporting Actions (Max 1325 Characters)

KRA1

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.

KRA2

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.

KRA3

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

KRA4

Ensure relevant people in the right place right time in order to maximise the productivity

Understanding the strength of the resource and depending on that allocating job responsibility

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

Scrutinise the business on regular basis and give the relevant information to superiors

Achieve Persistency targets as per the company norms so that renewals take place on time

Take corrective actions related to persistency and health

KRA6

Recruitment & Training

To ensure recruitment of team on a time based manner.

To manage attrition within the specified limits.

Ensure through continuous on the job training, skill enhancement of team members