Customer Relationship Manager

Aditya Birla Sun Life Insurance; Karnataka; On-site; INR 1,500,000 - 2,100,000; Full time

Job summary

Aditya Birla Sun Life Insurance is seeking a Sales Manager to drive regional targets, mentor a team of Sales Managers, and ensure productive sales processes. This role focuses on coaching, performance reviews, and effective customer acquisition strategies to maximize growth within the region.

The incumbent will coordinate with stakeholders, monitor results, and implement training to improve productivity and service quality, while controlling costs and maintaining renewal targets.

Qualifications

• KRAs and responsibilities reflect leadership in sales and team management.

Responsibilities

• Continuous interaction with Sales managers to review productivity.
• Regular reviews to monitor productivity levels.
• Converting key prospects into customers through guided efforts.
• Communicating process changes and training modules for adherence.
• Support in actual sales and service aspects including sales calls, issuance and complaint handling.
• Understand and manage expense to optimize cost.
• Allocate tasks based on resource strength and plan targets accordingly.
• Recruit, develop and train team members to maximize productivity.
• Lead generation support activities and explore new prospecting methods.
• Mentor, supervise and coach the team with on-the-job and classroom training.

Job description

Job Purpose

Job Purpose Description

Job Context & Major Challenges

Job Context: Drive business and achieve targets through allocated region/area. Work towards increasing the overall sales productivity of the team by facilitating & handholding the team in various types of customer acquisition & servicing activities. Manage a team of Sales Managers to maintain the proper process of doing valued business for the organisation.

Key Result Areas

KRA (Accountabilities) (Max 1325 Characters)

Supporting Actions (Max 1325 Characters)

KRA1 Ensure achievement of Targets (Premium & NAAC ) in order to contribute in overall growth of the company

1. Continuous interaction with the Sales managers.

• Regular reviews to monitor productivity levels.
• Ensuring awareness and participation in all the R&R activities run by the organisation.
• Converting the key prospects into customers.

KRA2 Ensure 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.

• Supporting in the actual sales and service aspects including sales calls, issuance and complaint handling

KRA3 Maintain the expense gap in order to reduce the cost

1. Understanding the need of the expense

• Taking commitment from the channel before any spending or allocation of the budget
• Maintain a SM wise expanse tracker

KRA4 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

• Evaluating the opportunity of each business unit and allocating targets as per that
• Recruit, develop and train team members to maximize productivity

KRA5 Ensure the right method of business acquisition in order get the profitable mix for the organisation

1. Scrutinise the business on regular basis

• Interacting with the customers through welcome calls

KRA6 Ensure Persistency targets as per the company norms so that renewals take place on time

1. Communicate with customers and

• Resolve queries as and when required to ensure that renewal takes place on time

KRA7 Supporting activities for Lead generation

1. As a support mechanism to the leads which are generated centrally, there should be activities planned including newer ways of generating lead prospects

KRA8 Team Management

1. Mentor, supervise and coach the team.

• Provide for on the job as well as classroom training for skill enhancement