CRM Assistant Manager Vidal Health Insurance TPA

4.0 - 8.0 years

5 - 6 Lacs

Gurugram

Work from Office

Hiring for Assistant Manager for Vidal Health Insurance TPA Pvt Ltd Job Title : CRM Assistant Manager Location: Gurgaon Industry : Health Insurance / Third Party Administration Role Objective To lead and optimize the organizations CRM strategy, ensuring seamless client interactions, data integrity, and service delivery across health insurance workflows. The CRM Manager acts as a bridge between technology, client servicing, and operational teams to enhance customer satisfaction and retention. Key Responsibilities Functional Area RM Strategy & Execution - Design and implement CRM strategies aligned with business goals - Drive customer engagement, retention, and satisfaction initiatives Client Data Management - Ensure accurate and secure client data entry and maintenance - Monitor data quality, segmentation, and compliance with IRDAI norms System Optimization - Oversee CRM platform performance - Coordinate with IT for upgrades, integrations, and troubleshooting Cross-Functional Collaboration - Work closely with Claims, Preauth, Customer Care, and Enrollment teams - Align CRM workflows with service delivery and escalation protocols Reporting & Analytics - Generate dashboards and reports on client interactions, SLAs, and service metrics - Analyze trends to identify service gaps and improvement areas Training & Adoption - Train internal teams on CRM usage and best practices - Promote CRM adoption across departments for consistent client experience Stakeholder Engagement - Coordinate with brokers, insurers, and corporate clients for feedback and service alignment - Support renewal cycles and client onboarding through CRM tools. Skills & Competencies Strong understanding of health insurance and TPA operations Proficiency in CRM platforms and data analytics tools Excellent communication and stakeholder management skills Strategic thinking with a customer-first mindset Ability to lead cross-functional initiatives and drive adoption Experience Required 3-7years in CRM management, client servicing, or operations within the TPA or Health Insurance domain Prior experience in handling enterprise clients and managing CRM implementations is preferred. Interested Candidate can connect -09971006988

Posted 2 weeks ago

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Client Servicing Manager/CRM Manager Vidal Health Insurance TPA Pvt Ltd

5.0 - 9.0 years

7 - 9 Lacs

Gurugram

Work from Office

Job Title : CRM Manager TPA Industry Industry : Health Insurance / Third Party Administration Role Objective To lead and optimize the organizations CRM strategy, ensuring seamless client interactions, data integrity, and service delivery across health insurance workflows. The CRM Manager acts as a bridge between technology, client servicing, and operational teams to enhance customer satisfaction and retention. Key Responsibilities Functional Area RM Strategy & Execution - Design and implement CRM strategies aligned with business goals - Drive customer engagement, retention, and satisfaction initiatives Client Data Management - Ensure accurate and secure client data entry and maintenance - Monitor data quality, segmentation, and compliance with IRDAI norms System Optimization - Oversee CRM platform performance - Coordinate with IT for upgrades, integrations, and troubleshooting Cross-Functional Collaboration - Work closely with Claims, Preauth, Customer Care, and Enrollment teams - Align CRM workflows with service delivery and escalation protocols Reporting & Analytics - Generate dashboards and reports on client interactions, SLAs, and service metrics - Analyze trends to identify service gaps and improvement areas Training & Adoption - Train internal teams on CRM usage and best practices - Promote CRM adoption across departments for consistent client experience Stakeholder Engagement - Coordinate with brokers, insurers, and corporate clients for feedback and service alignment - Support renewal cycles and client onboarding through CRM tools. Skills & Competencies Strong understanding of health insurance and TPA operations Proficiency in CRM platforms and data analytics tools Excellent communication and stakeholder management skills Strategic thinking with a customer-first mindset Ability to lead cross-functional initiatives and drive adoption Experience Required 5-9years in CRM management, client servicing, or operations within the TPA or Health Insurance domain Prior experience in handling enterprise clients and managing CRM implementations is preferred. Interested Candidate can connect -09971006988

Posted 3 weeks ago

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Business Analyst - Treasury Skillventory

4 - 9 years

9 - 16 Lacs

Navi Mumbai, Mumbai (All Areas)

Work from Office

Role & responsibilities: Handle interactions with the IT Project Managers/Business Leaders for Corporate - Treasury. Manage multiple projects for Treasury Services. Manage/guide a team of Business Analysts, Team Leads, Developers and/or Projects Managers. Co-ordinate with vendors for delivery of projects and resolution of Issues/Bugs. Write and review BRD, FSD, Test Scenarios and test cases. Oversee the Execution of Test scenarios and test cases on Test environment. Analyze technical aspects related to Information security. Advanced skills for Project Planning, Project Implementation and Project Management. Sensible and Mature in interactions / communication with Senior Management of the bank. Participate in system evaluation process and product walk-through. Effective Team Player and Team leader. Preferred candidate profile: 3-5 years experience in Bank/NBFC/IT company in Business System Analyst role. Experience in interacting with Business users and software vendors/developers is mandatory. Experience/Knowledge in basic technical aspects (programming languages, databases etc) including Information security is mandatory. Experience/Knowledge of Treasury Services will be preferred. In-depth knowledge of Corporate business. Dynamic and self-driven.

Posted 2 months ago

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