Manager – Renewals & Share of Wallet
With one of the leading finance Company
Position : Manager – Renewals & Share of Wallet
Location - Saket
JOB SUMMARY
Responsible for
- Renewal / X-Sell & Upsell target Pan India
- Driving sales constituents (HP, PARTNER, AM, SM, RM, ARM,BDM) to meet Renewal/X-Sell & Upsell Target
- Stitching technology, process, communication & all customer intervention point in the most cost effective manner to drive Renewals, X-Sell & Upsell
- Driving overall loyalty of the customer and enhanced share of wallet through customer engagement
KEY RESPONSIBILITIES
- Develop strategies in consultation with Supervisor & business teams for effective Renewal penetration. Regular interaction with ZM, ARM, Key sales, Ops & technology to develop business of renewals
- Co-create training and awareness initiatives to drive Renewal business generation activities
- Driving X sell business at all customer intervention points
- Campaign Launch and create interest in the campaign
- Implement and execute campaigns at all intervention points
- Field visit with intermediary’s (HPs/Partners) for customer insights
- Regular Campaign Feedback from intermediary’s and offices
- Engage customer and manage the policy life cycle
Measure of Success:
- Renewal % (No of policies & GWP)
- % Of X-sell (GWP & No. of policies)
- % of Up Sell (GWP & No of policies)
- Profitability of the portfolio with cost optimisation
- # Training & awareness sessions conducted
- Track the campaign MOS and report (eg. (Contact, Met & Closed HP/Partner wise)
ELIGIBILITY
- Candidates in Manager role with sales, training and business development experience
- Should have handled at least 100 Crores of Renewal / X-Sell & Up sell business.
Intrested candidate can apply on komal.patel@upman.in or else call on 9099077040
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