Retention Specialist

About Policybazaar.com –

We believe in insurance for all, and we drive it through unbiased information and time-efficient processes for all Indian customers. As India's largest insurance brokers, we consider it our responsibility to be every Indian customer's one-stop portal for protection against death, disease and disability -- as well as for mindful investment planning. We understand customers anxiety about claim settlement, so we offer 24x7 online support, on-ground support, as well and even host special claim samadhan events where stuck claims can be reopened and resolved instantly. Our mission, in keeping with IRDAI's inspiring vision, is Har Family Hogi Insured by 2047.

Companies – Paisabazaar.com, Docprime, QuickFixCars, Policybazaar.ae, Zphin, PBWheels

Visit policybazaar.com to know more about us.

Job Title: Executive / Sr Executive - CRM/ Marketing

Location: Gurgaon

Job Summary:

We are looking for a dynamic and detail-oriented CRM or Marketing Automation & Digital Campaign executive to join our team. The ideal candidate will have a strong background in handling marketing automation, CRM systems, email and WhatsApp advertising, and a solid understanding of digital campaigns, including Search, Meta, and PMax. Proficiency in Excel is essential for this role.

Key Responsibilities:

• CRM & Marketing Automation:

- Manage and optimize marketing automation tools and CRM systems.

- Execute and track email and WhatsApp marketing campaigns, ensuring timely delivery and

high engagement rates.

- Segment and manage customer databases to personalize communication and improve

campaign effectiveness.

• Digital Campaign Management:

- Plan, execute, and optimize digital campaigns across various platforms, including Google

Search, Meta (Facebook/Instagram), and Performance Max (PMax).

- Monitor campaign performance and adjust strategies to meet KPIs and ROIs.

- Collaborate with internal teams to develop creative assets and ad copy that align with

campaign objectives.

• Data Analysis & Reporting:

- Use Excel to analyze campaign data, generate insights, and create detailed reports.

- Track and report on key metrics, providing recommendations for optimization.

• Cross-Channel Coordination:

- Coordinate with different teams to ensure consistent messaging and branding across all

marketing channels.

- Stay updated with the latest trends and best practices in digital marketing and automation.

Qualifications:

- Graduate with Minimum 2 years of experience in marketing automation, CRM, and digital

campaign management.

- Strong understanding of digital advertising platforms, including Google Search, Meta, and PMax.

- Proficiency in Excel, with the ability to analyze data and generate insights.

- Experience in email and WhatsApp marketing campaigns.

- Excellent communication and project management skills.

- Ability to work in a fast-paced environment and manage multiple projects simultaneously