CRM_ Kolkata_ DM

Aditya Birla Sun Life Insurance; West Bengal; On-site; INR 600,000 - 900,000; Full time

Job summary

Aditya Birla Sun Life Insurance in India seeks a results-driven sales leader to drive insurance business from the assigned team and orphan database across campaigns. You will oversee pre- and post-sales support, ensuring targets are met and quarterly growth is steady while coaching your team.

You will implement loyalty initiatives, monitor performance, allocate leads, and train staff to optimize sales, renewals, and persistency as per company norms.

Qualifications

• Experience in sales leadership in insurance or financial services.
• Ability to drive campaigns and manage orphan/retained clients.
• Strong people management and coaching skills.
• Proven track record in achieving and sustaining quarterly growth.
• Good understanding of persistency and renewal processes.
• Excellent communication and stakeholder management.

Responsibilities

• Implement loyalty model and up-sell strategies.
• Allocate leads and monitor topline and health metrics.
• Ensure compliant sales process and timely issue handling.
• Optimize resource allocation and target setting by business unit.
• Drive renewals, persistency targets, and RnR activities.
• Recruitment and training of frontline sales team.

Job 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.

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

• KRA1 Implementation of Loyalty Model
  • 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.