Description

PRINCIPAL ACCOUNTABILITIES

  • Compare BALIC digital tools with those of others in the industry to see how well they perform and find ways to make ours better.
  • Work closely with sales and service teams to understand their challenges and gather feedback on how well BALIC digital tools are working for them.
  • Monitor usage metrics and user feedback to track the effectiveness of digital tools and identify opportunities for optimization.
  • Devise and execute targeted promotional initiatives and outreach campaigns aimed at driving heightened utilization and adoption of internal digital tools across teams.
  • Lead initiatives such as on-site engagements, training workshops, and gamified competitions to cultivate a culture of active participation and skill development in utilizing digital assets effectively.
  • Keep a close eye on new trends and advancements in digital sales and service tools to make sure our organization stays innovative and ahead of the curve
  • Collaborate with cross-functional teams to ensure seamless integration of digital tools with existing systems and processes.
  • Create thorough guides and resources to support the introduction and continued use of digital tools, promoting a culture of independent learning and empowerment.
  • Stay informed about industry regulations and compliance requirements related to digital sales and service tools.

 

INTERACTIONS
 

Internal Clients
Roles you need to interact with inside the organization to enable success in your day to day work:

  • Business Channels (Agency, IB, BALIC Direct, Online Business)
  • Marketing
  • Analytics
  • IT
  • Operations

External Clients
Roles you need to interact with outside the organization to enable success in your day to day work

  • External Vendors

 

SKILLS AND KNOWLEDGE

a) Qualifications

  • Preferably MBA/ PGDBM
  • 6-9 years of experience
  • Proven experience in sales operations, or product management, with a focus on internal digital tools.
  • Experience in Life Insurance/BFSI sector
  • Strong understanding of sales and service processes and the role of digital tools in enhancing productivity and customer satisfaction.
  • Excellent project management skills with the ability to prioritize tasks and meet deadlines in a fast- paced environment.
  • Experience in organizing promotional campaigns, events, and training sessions to drive user adoption.
  • Proficiency in data analysis and reporting to track key performance metrics and make data-driven decisions.
  • Familiarity with CRM systems, marketing automation tools, and other sales and service technologies.
  • Ability to think strategically and drive results in a dynamic environment

 

Educational Qualifications
 

  • MBA/Graduation
  •  Additional / Optional: Certifications in Innovation / Digitization / Project management

 

Work Experience:

  • 6-9 years of experience
  • Exceptional organizational skills, with the ability to prioritize tasks and manage multiple projects simultaneously.
  • Detail-oriented with a strong focus on delivering high-quality work.
  • Ability to work collaboratively in a fast-paced, dynamic and ambiguous environment.
  • Evaluating tech innovation solutions from Startups/ FinTechs/ InsurTechs
  • Building use cases that will solve business/ organization problem statements
  • Experience on System developments/ App & Platform development/ API Integrations
  • Project and stakeholder management
  • Presentation and Power Point Skills

 

Key Skills
Education

Any Graduate

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