Customer Relationship Manager

Aditya Birla Sun Life Insurance; Andhra Pradesh; On-site; INR 900,000 - 1,300,000; Full time

Job summary

Aditya Birla Sun Life Insurance seeks a seasoned sales leader to drive the orphan customer base and execute targeted campaigns. You will ensure pre- and post-sales support, manage a frontline team, and focus on consistent quarterly growth in premium, NOP, and AUM renewal.

The role emphasizes relationship management, upsell across campaigns, and disciplined performance review of topline metrics to achieve company targets.

Qualifications

• Experience in life insurance sales and managing distribution channels.
• Strong ability to manage campaigns and drive adoption of loyalty models.

Responsibilities

• Maintain relationships with orphan customers and drive retention.
• Upsell to customers across campaigns and ensure renewal collections.
• Allocate leads to team members and monitor topline performance.
• Guide sales process, lead conversion, and closure of sales.
• Support attrition management and talent development for frontline sales.

Skills

Sales leadership

Campaign management

Team management

Customer retention

Job description

Job Purpose

Job Purpose Description

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

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.

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