CRM DM Allahabad

PeopleStrong; Prayagraj; On-site; INR 350,000 - 520,000; Full time

Job summary

Birla Sun Life Insurance Company Ltd in Prayagraj seeks a Direct Marketing professional to drive life insurance sales from new customer acquisition across campaigns.

You will ensure pre- and post-sales support and strive to meet defined targets, while leveraging partnerships and referrals to grow the customer base and sales pipeline.

Qualifications

• 4–6 years of experience in Life Insurance/open market sales.
• Hands-on experience generating business via Partnerships, Referrals or self-sourcing.
• Strong understanding of customer profiles and segmentation.
• Experience generating insurance leads via referrals, branch walk-ins and data mining.

Responsibilities

• Acquire new customers from Partnerships and Referrals.
• Lead generation from new customers and achievement of premium/NOP targets.
• Allocate leads to team members and monitor topline performance.
• Guide and support the sales process, lead conversion and closure.
• Support recruitment and training to build the frontline sales force.
• Ensure persistency targets and renewals as per company norms.

Skills

Open sourcing sales

Partnerships/referrals

Customer profiling

Lead generation

Education

Graduate

Job description

DEPARTMENT-1 CFOs Office

DEPARTMENT-2 Direct Marketing

Country India

Skills

Skill

Graduate

CERTIFICATION

Job Description

ob Title

Function

Direct Marketing

Department

Direct Marketing

Reporting To

(Title)

Superior’s Superior

(Title)

Zonal Manager

Unit

Birla Sun Life Insurance Company Ltd

Location

Zone

Business

Life Insurance

Desired Candidate Profile and Experience

• a) 4–6 years of experience in open sourcing sales (Life Insurance)/open market experience
• b) Hands-on experience in generating business through Partnerships/Self Sourcing/Referrals
• c) Strong understanding of customer profile
• d) Generate insurance leads through referrals, branch walk?ins, customer data mining

What to look for in a candidate:

• 1. Presentable, communication skills with quick check on basic maths.
• 3. Look for success stories of sales closures done through open market if any

1) Job Purpose

• a) Drive Life Insurance Business from fresh customer acquisition across campaigns
• b) To ensure all the pre and post sales support and services
• c) To achieve Sales Targets as defined by the organization

2) Dimensions

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

Dimension

Remarks

1.

Manpower (Nos.)

Direct: 5-7

Indirect: N/A

2.

FYP Targets

3.

NOP Targets

4.

Renewal Collection on orphan Base

(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 identify new Life Insurance customers
• To ensure differentiated and segmented approach to various campaigns
• To manage attrition of the front-line sales force

4) Principal Accountabilities

Accountability

Supporting Actions

• 1. Acquire new customers from Partnerships, Referrals
• 2. Lead generation from these new customers
• Achieve Targets related to Premium and NOP
• 3. Allocate leads to the team members as per targets decided.
• 4. Periodically monitor and review performance on the assigned topline and health parameters
• 5. Handhold and guide them on the sales process, lead conversion and closure of sale
• 6. 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.

• 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
• 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.
• 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

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.

5) Job Purpose of Direct Reports

Direct Sales Executive: To achieve the Sales and health targets set for them as per their goal sheets.

6) Relationships (If Applicable)

Internal

Frequency

Nature

Support Executive’s

Trainers

HR

Issuance Coordinator

Client Service

As and When Required

To Log-in and receipting Policies.

For arranging trainings for the team as well as for the relationships.

To Ensure the policies are Issued on time.

Service-related issues.

External

Frequency

Nature

Relationship

Daily

Business Development and to ensure the smooth sailing,