TM CRM DM Begusarai

About the Role

• Drive insurance business from assigned team and orphan database across campaigns.
• Ensure pre and post-sales support and services to clients.
• Achieve business growth targets every quarter.

Key Challenges

• Drive adoption of a Service to Sales approach on the orphan customer base.
• Ensure a differentiated and segmented approach to various campaigns.
• Manage attrition of the front-line sales force and limited availability of quality talent.

Key Responsibilities

• Implementation of Loyalty Model:
• Maintain relationships with orphan customers.
• Up-sell to customers through various campaigns.
• Ensure renewal collection and AUM conservation.
• Achieve Targets:
• Achieve targets related to Premium and NOP.
• Allocate leads to team members as per targets.
• Monitor and review performance on assigned parameters.
• Handhold and guide team on sales process, lead conversion, and sale closure.
• Promote Rewards & Recognition (RnR) activities.
• Sales and Process Execution:
• Ensure smooth function of sales and other processes to maximize business potential.
• Communicate process changes or rule updates via training modules.
• Ensure sales and service aspects (sales calls, issuance, complaint handling) are carried out without blocks.
• Team Productivity & Resource Management:
• Ensure relevant people are in place to maximize productivity.
• Understand team member strengths and allocate job responsibilities accordingly.
• Evaluate business unit opportunities and allocate targets.
• Business Acquisition:
• Execute the right methods of business acquisition for a profitable mix.
• Scrutinize business regularly and provide information to superiors.
• Achieve Persistency targets for timely renewals.
• Take corrective actions related to persistency and health.
• Recruitment & Training:
• Ensure timely recruitment of the team.
• Manage attrition within specified limits.
• Ensure continuous on-the-job training and skill enhancement of team members.