CRM Professional

Primary Responsibilities:

• Identify opportunities of improvement across customer service, underwriting and claims
• Ensure robust MIS architecture ( Pre sales/ Post sales)
• Co-create operational strategy for the region in alignment with the distribution strategy
• Facilitate implementation in line with companys distribution strategy; assist in building relationship in the region; review performance periodically & engage with the partner
• Assist in establishing specifications of operations: collaborate with operations & other functions, establish operations: monitor & recommend continuation / discontinuation of products, thereby build
• Build common agenda & scorecard with the key team members of the region
• Review performance & engage with key management of the partner in the region to address deviations from the plan in order to realize potential sales
• Interact with regions key management members on frequent basis; follow the engagement matrix; take business review initiatives along with partner & build review mechanisms
• Handle escalated issues; supervise; responsible for closure of grievance in order to ensure smooth functioning & high productivity in the region & continuous improvement in revenues
• Suggest reward & recognition platforms for bank partners employees
• Lead in implementation and monitoring of R&R activities; monitor performance of sales promotions
• Encourage reapplications of good promotions in order to maximize the utilization of marketing spends to increase revenues
• Collaborate with the training department to deploy programs to achieve & exceed training standards
• Support the training team in identification & certification of trainers & the delivery of training man days as per standards in order to build capacity.
• Lead the plan for recruitment & retention of the sales force in the region; lead in implementing rewards & recognition activities for the region
• Role model required leadership competencies & coach subordinate sin order to develop a robust sales force for building the pipeline within the relationship & realize potential sales from partner

Educational qualifications preferred

• Category: Bachelor's Degree, Master's Degree
  
• Field specialization:
• Degree: Master of Business Administration - MBA

Required work experience

• Role: 4-7 Years of experience in Life Insurance/General Insurance (Bancassurance only)/ Relationship Management/Investment & Wealth Advisory (Banks)
• Years of experience: 4 to 7

Key Performance Indicators:

• GWP-New
• GWP-Renewal
• Compliance & Audit Adherence
• Claim

Required Skills:

• Good in Relationship Management
• Team Management
• Strong communication and presentation skills
• Customer and issues resolution focused
• Good communication and influencing skills, able to communicate with the team.

Key Relationships(Internal / External):

• Operations
• HR Team

• Respective Bank Representatives