CRM DM Allahabad at Aditya Birla Group

Job Description

ob Title	Senior Sales Manager/Sales Manager
Function	Direct Marketing
Department	Direct Marketing
Reporting To (Title)	Area/Regional Sales Manager
Superior’s Superior (Title)	Zonal Manager
Unit	Birla Sun Life Insurance Company Ltd
Location	Zone
Business	Life Insurance

Desired Candidate Profile and Experience

a) 4–6 years of experience in open sourcing sales (Life Insurance)/open market experience

b) Hands-on experience in generating business through Partnerships/Self Sourcing/Referrals

c) Strong understanding of customer profile

d) Generate insurance leads through referrals, branch walk?ins, customer data mining

What to look for in a candidate:

1. Presentable, communication skills with quick check on basic maths.

2. Check energy levels, hunger for growth & for incentives.

3. Look for success stories of sales closures done through open market if any

4. Team Handling

1) Job Purpose

a) Drive Life Insurance Business from fresh customer acquisition across campaigns

b) To ensure all the pre and post sales support and services

c) To achieve Sales Targets as defined by the organization

2) Dimensions What are the areas (in quantitative terms) the job has an impact on?
		Dimension	Remarks
1.	Manpower (Nos.)	Direct: 5-7 Indirect: N/A
2.	FYP Targets
3.	NOP Targets
4.	Renewal Collection on orphan Base

3) 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 – · To identify new Life Insurance customers · To ensure differentiated and segmented approach to various campaigns · To manage attrition of the front-line sales force

3) 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 –

· To identify new Life Insurance customers

· To ensure differentiated and segmented approach to various campaigns

· To manage attrition of the front-line sales force

Accountability	Supporting Actions
4) Principal Accountabilities
Acquire New Life Insurance Customers	1. Acquire new customers from Partnerships, Referrals 2. Lead generation from these new customers
Achieve Targets related to Premium and NOP	3. Allocate leads to the team members as per targets decided. 4. Periodically monitor and review performance on the assigned topline and health parameters 5. Handhold and guide them on the sales process, lead conversion and closure of sale 6. 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.	1. Communicating any process change or change in any rules and regulations by the help of different training module. 2. 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	1. Understanding the strength of the resource and depending on that allocating job responsibility 2. Evaluating the opportunity of each business unit and allocating targets as per that.
Frequently Asked Questions What are the eligibility criteria for the CRM DM Allahabad job at Aditya Birla Group? Eligibility typically includes the qualifications and experience outlined in the job description above, with around 3-12 Years years of relevant experience expected for this role. What are the primary responsibilities of a CRM DM Allahabad at Aditya Birla Group? The key responsibilities for this role are detailed in the Key Responsibilities section above, covering the core duties expected of a CRM DM Allahabad at Aditya Birla Group. Is prior experience required for this position? This role requires around 3-12 Years years of relevant experience, as specified in the job listing. Please refer to the Qualifications & Experience section above for full details. What skills are important for this role? Skills relevant to this position are outlined in the Qualifications & Experience section above. In general, strong communication, domain knowledge, and the ability to meet role-specific targets are valued across similar BFSI positions. How do I apply for the CRM DM Allahabad role at Aditya Birla Group? You can apply directly using the Apply Now button on this page, which will take you to Aditya Birla Group's application process for this role. Makhija Royale, 701, Swami Vivekananda Rd, Govind Dham, Ram Krishna Nagar, Khar West, Mumbai, Maharashtra 400052 8104468345 9137523589 Follow us on © 2026 Finploy. All rights reserved. PRODUCT Pricing Browse Jobs GET TO KNOW US Contact Support ABOUT US About Us Contact Us Privacy Policy Terms and Conditions Refund & Cancel Policy Makhija Royale, 701, Swami Vivekananda Rd, Govind Dham, Ram Krishna Nagar, Khar West, Mumbai, Maharashtra 400052 8104468345 9137523589 Follow us on © 2026 Finploy. All rights reserved.

4) Principal Accountabilities

Accountability

Supporting Actions

Acquire New Life Insurance Customers

1. Acquire new customers from Partnerships, Referrals

2. Lead generation from these new customers

Achieve Targets related to Premium and NOP

3. Allocate leads to the team members as per targets decided.

4. Periodically monitor and review performance on the assigned topline and health parameters

5. Handhold and guide them on the sales process, lead conversion and closure of sale

6. 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.

1. Communicating any process change or change in any rules and regulations by the help of different training module.

2. 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

1. Understanding the strength of the resource and depending on that allocating job responsibility

2. Evaluating the opportunity of each business unit and allocating targets as per that.

Frequently Asked Questions

What are the eligibility criteria for the CRM DM Allahabad job at Aditya Birla Group?

Eligibility typically includes the qualifications and experience outlined in the job description above, with around 3-12 Years years of relevant experience expected for this role.

What are the primary responsibilities of a CRM DM Allahabad at Aditya Birla Group?

The key responsibilities for this role are detailed in the Key Responsibilities section above, covering the core duties expected of a CRM DM Allahabad at Aditya Birla Group.

Is prior experience required for this position?

This role requires around 3-12 Years years of relevant experience, as specified in the job listing. Please refer to the Qualifications & Experience section above for full details.

What skills are important for this role?

Skills relevant to this position are outlined in the Qualifications & Experience section above. In general, strong communication, domain knowledge, and the ability to meet role-specific targets are valued across similar BFSI positions.

How do I apply for the CRM DM Allahabad role at Aditya Birla Group?

You can apply directly using the Apply Now button on this page, which will take you to Aditya Birla Group's application process for this role.

CRM DM Allahabad

Aditya Birla Group — Allahabad, PATAN

Job Description

Frequently Asked Questions