CRM-DM-PATNA AB Sun Life Insurance Co Ltd

1.0 - 5.0 years

0 Lacs

bihar

On-site

In this role, you will be responsible for driving Insurance Business from your assigned team and Orphan database across campaigns. Your main focus will be on ensuring all the pre and post sales support and services to the clients along with your team. It will be crucial to not only achieve the set targets but also to ensure a consistent growth in the business every quarter. Key Responsibilities: - Implement Loyalty Model by maintaining relationships with Orphan customers, upselling to customers assigned through various campaigns, and ensuring renewal collection and AUM conservation of the assigned base. - Achieve targets related to Premium and NOP to contribute to the overall growth of the c...

Posted 1 month ago

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CRM-DM-PATNA Aditya Birla Capital

3.0 - 7.0 years

0 Lacs

bihar

On-site

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 r...

Posted 2 months ago

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Customer Retention Officer Axis Max Life Insurance

1.0 - 5.0 years

1 - 5 Lacs

Patna, Bihar, India

On-site

Sole responsibility of targets basis allocated base on: I. Renewal collection and persistency targets through customer calling or physical visits to customer residences with prior appointment II. Ensure maintenance and sharing of daily customers trackers and conversion thereof, including review with Manager-Collections III. Convince customers and get renewal premium and policy continuation to continue insurance and giving retention tools like mode change/Partial withdrawal/PUA surrender/Loan etc. IV. Timely depositing the cheque at the nearest MLI branch/ bank branch within 24 hours of the cheque collection V. Effectively handling customer escalations, 100% resolution of customer queries & c...

Posted 3 months ago

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CUSTOMER RELATIONSHIP MANAGER-DM-GAYA AB Sun Life Insurance Co Ltd

2.0 - 6.0 years

0 Lacs

gaya, bihar

On-site

As a Customer Relationship Manager at Aditya Birla Sun Life Insurance Company Ltd, your primary responsibility is to drive the insurance business from the assigned team and orphan database across various campaigns. Your role involves ensuring pre and post-sales support and services to clients and the team, with a focus on achieving targets and maintaining consistent business growth every quarter. In this role, you will impact various dimensions including managing a direct team of 5-7 individuals, achieving FYP targets of approximately Rs. 8 million, meeting NOP targets of 200-250, and handling renewal collections on an orphan base amounting to 20-30 crores of AUM. Key challenges you may face...

Posted 3 months ago

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