CRM-DM-PATNA

The primary responsibility is to drive Insurance Business from your assigned team and Orphan database across campaigns. It is crucial to provide pre and post sales support and services to the clients along with your team. The goal is not only to achieve the target but also to ensure consistent growth in the business every quarter. To be successful in this role, you must focus on driving adoption of Service to sales approach on the Orphan customer, implementing a differentiated and segmented approach to various campaigns, and managing attrition of the front line sales force due to limited availability of quality talent. Key Result Areas include: 1. Implementation of Loyalty Model - Maintain relationships with Orphan customers, upsell to customers assigned through various campaigns, ensure renewal collection, and AUM conservation of the assigned base. 2. Achieve Targets related to Premium and NOP - Allocate leads to team members, monitor and review performance on assigned topline and health parameters, guide them on the sales process, and actively participate in RnR activities. 3. Execute smooth function of sales and other processes - Communicate process changes or rules and regulations through training modules, ensure sales calls, issuance, and complaint handling are carried out smoothly. 4. Ensure relevant people are in the right place at the right time to maximize productivity - Allocate job responsibilities based on resource strengths, evaluate business unit opportunities, and set targets accordingly. 5. Execute the right method of business acquisition to obtain a profitable mix for the organization - Scrutinize business regularly, achieve persistency targets, and take corrective actions related to persistency and health. 6. Recruitment & Training - Ensure timely recruitment of teams, manage attrition within specified limits, and provide continuous on-the-job training for skill enhancement of team members.,