Sales Enablement and Digital Initiatives

☞ Michael Page

Vue: 101

Jour de mise à jour: 11-05-2024

Localisation: Mumbai Maharashtra

Catégorie: Assurance

Industrie:

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le contenu du travail

  • Opportunity to work with leading private life insurance player
  • Opportunity to drive sales effectiveness and initiatives

About Our Client

One of India’s leading life insurance players based out of Mumbai

Job Description

A. Role Summary:* To design and execute plan for improving Sales choreography, digital initiatives, collaborations and business lines with Bank partner

  • To Drive Sales choreography and input behaviours across sales teams through VYMO

  • To identify various digital enhancements to improve ease of doing business and strong sales governance

  • To closely work with BIU team in propensity modelling for various ECM campaigns and vymo led business metrices

  • To capitalise internal and external digital platforms for increasing visibility and sales

  • Constantly evaluate current and improve design of digital sales governance and build capabilities in Vymo

  • To Enable all Digital and IT related enhancements across all channels for process refinements

  • To work closely on sharp data analytics across all quality parameters and present charter based solutioning of projects

  • To work closely with bank teams for smooth day to day digital engagements and reviews regularly

  • To extend all support to filed Sales and HO teams deliver business objectiveB. Organizational RelationshipsReports To : Head - Strategy - HDFC BB ChannelC. Job DimensionsGeographic Area Covered :Zone/ ClusterInternal Stakeholders

Finance, BIU

Product Management, Marketing

CDOPS,

Branch Operations, Training

Distribution Operations, Compliance, Legal, IT, DigitalExternal

Bank HO Channel Partner D. Key Result AreasOrganization Process - Key ContributionsAchieve targets

  • Increase topline with effective sales governance and Management

  • Vymo enhancements and LCI implementation

  • Digital roadmap for EODB and learning integration’s

  • Develop new business line for channel via digital integration’sMonitor sales & provide support

  • Analyze the productivity of campaign data to ensure sales output

  • Maintain and observe Company’s internal control and standards

  • Implement and observe the Company’s Compliance Policy

  • Act as an escalation point for issues pertaining to digital collaboration

  • Should be able to independently analyse data, co relate with input parameters and engage with sales teams to drive out put with right input elements - Leads, sales calls, Customer/Partner engagements.MIS & Reporting

  • Ensure right tracking and sales drive with sharp reports and nudges

  • Analyze data cuts on Business Performance and share the findings with the supervisors

Risk

  • Participate in risk mitigation plans, contingency planning, business continuity programs by executing and reporting within defined timelines. Highlight and recommend process gaps, flaws and process changes

The Successful Applicant

A. Role Summary:* To design and execute plan for improving Sales choreography, digital initiatives, collaborations and business lines with Bank partner

  • To Drive Sales choreography and input behaviours across sales teams through VYMO

  • To identify various digital enhancements to improve ease of doing business and strong sales governance

  • To closely work with BIU team in propensity modelling for various ECM campaigns and vymo led business metrices

  • To capitalise internal and external digital platforms for increasing visibility and sales

  • Constantly evaluate current and improve design of digital sales governance and build capabilities in Vymo

  • To Enable all Digital and IT related enhancements across all channels for process refinements

  • To work closely on sharp data analytics across all quality parameters and present charter based solutioning of projects

  • To work closely with bank teams for smooth day to day digital engagements and reviews regularly

  • To extend all support to filed Sales and HO teams deliver business objectiveB. Organizational RelationshipsReports To : Head - Strategy - HDFC BB ChannelC. Job DimensionsGeographic Area Covered :Zone/ ClusterInternal Stakeholders

Finance, BIU

Product Management, Marketing

CDOPS,

Branch Operations, Training

Distribution Operations, Compliance, Legal, IT, DigitalExternal

Bank HO Channel Partner D. Key Result AreasOrganization Process - Key ContributionsAchieve targets

  • Increase topline with effective sales governance and Management

  • Vymo enhancements and LCI implementation

  • Digital roadmap for EODB and learning integrations

  • Develop new business line for channel via digital integerationsMonitor sales & provide support

  • Analyze the productivity of campaign data to ensure sales output

  • Maintain and observe Company’s internal control and standards

  • Implement and observe the Company’s Compliance Policy

  • Act as an escalation point for issues pertaining to digital collaboration

  • Should be able to independently analyse data, co relate with input parameters and engage with sales teams to drive out put with right input elements - Leads, sales calls, Customer/Partner engagements.MIS & Reporting

  • Ensure right tracking and sales drive with sharp reports and nudges

  • Analyze data cuts on Business Performance and share the findings with the supervisors

Risk

  • Participate in risk mitigation plans, contingency planning, business continuity programs by executing and reporting within defined timelines. Highlight and recommend process gaps, flaws and process changesE. Skills RequiredTechnical

  • Digital and Campaign management

  • Partner management

  • Product/Subject matter expertise

  • Strong cross departmental collaboration skills

  • Business perspective, planning & reviews

  • Finance / Insurance industry awareness

  • Self management and key attention to details

  • Problem solving skills

  • Peer level co-ordination and influencing skillsBehavioral

  • Interpersonal skills
  • Communication skills
  • Creative thinking skills
  • Supervising/Leadership skills
  • Teamwork Skills
  • Influencing skills
  • Relationship Building skills
  • Decision making skills


F. Incumbent CharacteristicsQualification

  • PG/MBA
  • PG / MBA
  • Experience
  • 8-10 years in Digital Sales/Campaign management/ Project/VYMO (Insurance / Financial Service Background / Direct Sales)

What’s on Offer

Industry commensurate compensation

Opportunity to fold up to Head of Strategy

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Date limite: 25-06-2024

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