CRM-DM-Ambikapur

Job Description

1) Position purpose

Drive Insurance Business from assigned group and Orphan database across campaigns. To make sure all the pre and post sales back up and services to the clients along with the group. To sustain Make sure not only reaching the target but also to make sure there is a consistent growth in the business every quarter.

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

~ Rs. 8 mn

3.

NOP Targets

200-250

4.

Renewal Collection on orphan Base

20-30 crores of AUM

3) Position context & Key challenges

(What are the specific aspects of the job that deliver a challenge to the jobholder in the context of the Unit/Zone?

Key Challenges for the role –

-€ € € € €To drive adoption of Service to sales approach on the Orphan client.

-€ € € € €To make sure differentiated and segmented approach to various campaigns

-€ € € € €To oversee attrition of the front line sales force and limited availability of quality talent.

Accountability

Assisting Actions

4) Principal Accountabilities

Implementation of Loyalty Model

1. To make sure maintenance of relationship with Orphan clients.

2. Up-Sell to clients assigned through various campaigns.

3. Make sure Renewal collection and AUM conservation of the assigned base.

Reach Targets related to Premium and NOP in order to contribute in overall growth of the company

4. Allocate leads to the group members as per targets decided.

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

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

7. 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. Make sure that actual sales and service aspects including sales calls, issuance and complaint handling are carried out without any blocks

Make sure 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.

Execute the right method of business acquisition in order get the profitable mix for the organisation

1. Scrutinise the business on regular basis and give the relevant information to superiors

2. Reach Persistency targets as per the company norms so that renewals take place on time

3. Take corrective actions related to persistency and health

Recruitment & Training

1. To make sure recruitment of group on a time based manner.

2. To oversee attrition within the specified limits.

3. Make sure through continuous on the job training, skill enhancement of group members.

5) Position purpose of Direct Reports

Direct Sales Executive:

To reach the Sales and health targets set for them as per their goal sheets.

6) Relationships (If Applicable)

Internal

Frequency

Nature

Back up Executive's

Trainers

HR

Issuance Coordinator

Client Service

Daily

Regularly

As and When Required

Daily

As and When Required

To Log-in and receipting Policies.

For arranging trainings for the group as well as for the relationships.

Mainly recruitments and man power related issues.

To Make sure the policies are Issued on time.

Service related issues.

External

Frequency

Nature

Relationship

Daily

Business Development and to make sure the smooth sailing,

This opening is for the CRM-DM-Ambikapur position in Ambikapur -Chadrakanta Complex.