Drive Insurance Business from assigned team and Orphan database across campaigns. To ensure all the pre and post sales support and services to the clients along with the team. To maintain Ensure not only achieving the target but also to make sure there is a consistent growth in the business every quarter.
Dimensions
What are the areas (in quantitative terms) the job has an impact on?
Dimension
Remarks
Manpower (Nos.)
Direct: 5-7
Indirect: N/A
FYP Targets
NOP Targets
Renewal Collection on orphan Base
Job Context & Major Challenges (What are the specific aspects of the job that provide a challenge to the jobholder in the context of the Unit/Zone?
Key Challenges for the role –
To identify new Life Insurance customers
To ensure differentiated and segmented approach to various campaigns
To manage attrition of the front line sales force and limited availability of quality talent.
Principal Accountabilities
Accountability
Supporting Actions
Acquire New Life Insurance Customers
Acquire new customers from Partnerships, Referrals
Lead generation from these recent customers
Achieve Targets related to Premium and NOP in order to contribute in overall growth of the company
Allocate leads to the team members as per targets decided.
Periodically monitor and review performance on the assigned topline and health parameters
Handhold and guide them on the sales process, lead conversion and closure of sale
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.
Communicating any process change or change in any rules and regulations by the help of differe
📌 Customer Relationship Manager-(DM ABCD)-Ahmedabad (India)
🏢 Aditya Birla Sun Life Insurance
📍 India
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