Job Description

:Job TitleCustomer Relationship ManagerFunctionDirect MarketingDepartmentDirect MarketingReporting To(Title)Area/Regional Sales ManagerSuperior\xe2\x80\x99s Superior(Title)Zonal ManagerUnitAditya Birla Sun Life Insurance Company LtdLocationZoneBusinessLife InsuranceDate1) Job PurposeDrive 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.2) DimensionsWhat are the areas (in quantitative terms) the job has an impact on?DimensionRemarks1.Manpower (Nos.)Direct: 5-7Indirect: N/A2.FYP Targets~ Rs. 8 mn3.NOP Targets200-2504.Renewal Collection on orphan Base20-30 crores of AUM3) 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 \xe2\x80\x93\xc2\xb7 To drive adoption of Service to sales approach on the Orphan customer.\xc2\xb7 To ensure differentiated and segmented approach to various campaigns\xc2\xb7 To manage attrition of the front line sales force and limited availability of quality talent.4) Principal AccountabilitiesAccountabilitySupporting ActionsImplementation of Loyalty Model1. To ensure maintenance of relationship with Orphan customers.2. Up-Sell to customers assigned through various campaigns.3. Ensure Renewal collection and AUM conservation of the assigned base.Achieve Targets related to Premium and NOP in order to contribute in overall growth of the company4. Allocate leads to the team members as per targets decided.5. Periodically monitor and review performance on the assigned topline and health parameters6. Handhold and guide them on the sales process, lead conversion and closure of sale7. 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.1. Communicating any process change or change in any rules and regulations by the help of different training module.2. Ensure that actual sales and service aspects including sales calls, issuance and complaint handling are carried out without any blocksEnsure relevant people in the right place right time in order to maximise the productivity1. Understanding the strength of the resource and depending on that allocating job responsibility2. Evaluating the opportunity of each business unit and allocating targets as per that.Execute the right method of business acquisition in order get the profitable mix for the organisation1. Scrutinise the business on regular basis and give the relevant information to superiors2. Achieve Persistency targets as per the company norms so that renewals take place on time3. Take corrective actions related to persistency and healthRecruitment & Training1. To ensure recruitment of team on a time based manner.2. To manage attrition within the specified limits.3. Ensure through continuous on the job training, skill enhancement of team members.5) Job Purpose of Direct ReportsDirect Sales Executive: To achieve the Sales and health targets set for them as per their goal sheets.6) Relationships (If Applicable)InternalFrequencyNatureSupport Executive\xe2\x80\x99sTrainersHRIssuance CoordinatorClient ServiceDailyRegularlyAs and When RequiredDailyAs and When RequiredTo Log-in and receipting Policies.For arranging trainings for the team as well as for the relationships.Mainly recruitments and man power related issues.To Ensure the policies are Issued on time.Service related issues.ExternalFrequencyNatureRelationshipDailyBusiness Development and to ensure the smooth sailing,7) Organizational Relationships (Separate Annexure to beAttached)Head HR & AdminChief Mgr - HRPerf, Comp & Ben.SIGN-OFFSignatureNameDateJob AnalystSignatureName

Aditya Birla Group