DM_SM_ABCD

Aditya Birla Sun Life Insurance

Maharashtra

On-site

INR 1,200,000 - 1,800,000

Full time

38 hours ago
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Job summary

Aditya Birla Sun Life Insurance in Maharashtra seeks a dynamic sales leader to drive insurance business from the assigned team and orphan databases across campaigns, ensuring proactive pre- and post-sales support and customer service.

The role focuses on achieving targets while delivering consistent quarterly growth, managing attrition of frontline sales staff, and implementing a Service-to-Sales approach across campaigns.

Responsibilities

  • KRA1 Implement loyalty model to maintain relationship with orphan customers and enable up-sell across campaigns.
  • KRA2 Achieve premium and NOP targets; allocate leads; monitor topline and health metrics; guide the sales process to closure.
  • KRA3 Ensure smooth sales and service processes; communicate policy/regulation changes via training modules; ensure calls, issuance and complaint handling occur without blocks.
  • KRA4 Position people in the right roles; allocate targets by business unit based on strengths; maximize productivity.
  • KRA5 Use right acquisition methods to secure profitable mix; review business and provide insights to superiors; achieve persistency targets for timely renewals.
  • KRA6 Recruit and train; manage attrition; ensure ongoing skill development through on-the-job training.

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-

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 & Major Challenges
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
KRA (Accountabilities) (Max 1325 Characters)
Supporting Actions (Max 1325 Characters)

KRA1 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.
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.

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