Customer Relationship Manager - Vijayawada

Aditya Birla Sun Life Insurance; Andhra Pradesh; On-site; INR 300,000 - 600,000; Full time

Job summary

Aditya Birla Sun Life Insurance in India is seeking a results-driven sales leader to drive insurance business from the assigned team and orphan database across campaigns. The role covers pre- and post-sales support to clients, mentoring the team, and ensuring consistent quarterly growth while meeting persistency and renewal targets.

You will coordinate with campaigns, allocate leads, monitor performance, and guide the team through the sales process to close deals efficiently.

Responsibilities

• Maintain relationship with Orphan customers.
• Upsell to customers assigned through campaigns.
• Ensure renewal collection and AUM conservation of the assigned base.
• Allocate leads to team members as per targets.
• Periodically monitor and review topline and health parameters.
• Handhold and guide team on the sales process, lead conversion and closure.
• Communicate process changes via training modules.
• Ensure sales, issuance and complaint handling proceed without blocks.
• Allocate resources and targets per business unit.
• Persistency targets and corrective actions as per company norms.

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.

Principal Accountabilities

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

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.

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

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.