TM CRM DM Siwan

Aditya Birla Sun Life Insurance; Nalanda; On-site; INR 400,000 - 600,000; Full time

Job summary

Aditya Birla Sun Life Insurance invites applications for a sales leadership role focused on driving insurance business from the assigned team and orphan database across campaigns. The incumbent will ensure pre- and post-sales support, sustainable growth each quarter, and effective team guidance in lead generation, conversions, and client servicing.

The role emphasizes disciplined execution of loyalty models, renewal collections, and AUM conservation, with emphasis on retention and upsell within

Responsibilities

• Maintain relationships 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.
• Monitor and review performance on topline and health parameters.
• Guide sales process, lead conversion and closure of sale.
• Drive adherence to RnR activities across the organisation.
• Communicate process changes and training modules to teams.
• Ensure sales, service calls, issuance and complaint handling proceed without blocks.
• Assess resource strength and allocate responsibilities accordingly.
• Evaluate opportunities of each business unit and set targets.
• Scrutinise business regularly and report to superiors.
• Achieve persistency targets as per company norms for timely renewals.
• Take corrective actions related to persistency and health.
• Recruit and train team on a timely basis.
• Manage attrition within limits.
• Ensure ongoing on-the-job training and skill enhancement.

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 ensure not only achieving the target but also to make sure there is a consistent growth in the business every quarter.

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 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

(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 –

Organisation Context –

Aditya Birla Sun Life Insurance Co. launched its life insurance business in India in March of 2000 with a vision to create long term value along with market leadership, to help people mitigate risks of life, accident, health and enhance the financial future of customers, including enterprises.

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.

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.