Customer Relationship Manager

Aditya Birla Sun Life Insurance; Karnataka; On-site; INR 900,000 - 1,500,000; Full time

Job summary

Aditya Birla Sun Life Insurance is seeking a Sales Manager to drive business within the assigned region in Karnataka. The role focuses on achieving premium targets, leading a team of sales managers, and sustaining productive customer acquisition and servicing activities.

You will mentor and train the team, coordinate with sales managers for regular reviews, and ensure adherence to R&R activities while maximizing productivity and renewals through effective customer engagement.

Responsibilities

• KRA1 Regular reviews to monitor productivity levels.
• KRA2 Communicating process changes and training modules.
• KRA3 Manage expenses and budget tracking.
• KRA4 Allocate targets by resource strength and recruit/train team.
• KRA5 Interact with customers to ensure profitable mix and lead generation.
• KRA6 Ensure renewals and persistency targets with timely customer communication.
• KRA7 Support lead generation with planned activities.
• KRA8 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)

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.

Supporting Actions (Max 1325 Characters)

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