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

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

 

External Clients
 External Vendors

 

SKILLS AND KNOWLEDGE
(Minimum acceptable proficiency for this job which best indicates the education and/or experience requirements of this job and not the incumbent)
 

Qualifications

 Preferably MBA/ PGDBM
 4-6 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

 

 

INTERACTIONS
Internal Clients

Roles you need to interact with inside the organization to enable success in your day to day work
 Multiple sales teams
 IT
 Marketing
 Analytics
 Operations
 Legal, compliance & FPU
 Information Security
 Head innovation

 

 

External Clients
Start up & vendors

 

SKILLS AND KNOWLEDGE
Educational Qualifications
Qualifications
 MBA/Graduation
 Additional / Optional: Certifications in Innovation / Digitization / Project management

 

 

Work Experience:
 4+ 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

 

 

Education

Any Graduate