Customer Relationship Manager - Vijayawada

Job purpose

This role is focused on growing insurance business through an assigned team and an orphan customer database across multiple campaigns. The position also covers end-to-end pre-sales and post-sales assistance for clients, along with team coordination. A key expectation is to not only achieve targets, but to deliver steady quarter-on-quarter business growth.

Key accountabilities

Loyalty and customer retention

• Build and sustain relationships with orphan customers.
• Drive upselling opportunities for customers assigned through different campaigns.
• Ensure renewal collections and preserve the assets under management of the assigned portfolio.

Target achievement and team performance

• Deliver premium and NOP targets to support overall company growth.
• Distribute leads among team members based on defined target plans.
• Track and review performance regularly against topline and health metrics.
• Coach the team on sales steps, lead conversion, and closing deals.
• Drive recognition and reward-related activities initiated by the organisation.

Sales process and operational execution

• Keep sales and related processes running smoothly to maximise business potential.
• Communicate process updates and changes in rules or regulations through training modules.
• Make sure sales and service activities such as sales calls, policy issuance, and complaint resolution happen without delays or interruptions.

Resource deployment and business quality

• Place the right people in the right roles at the right time to improve productivity.
• Understand team strengths and assign responsibilities accordingly.
• Assess business potential for each unit and allocate targets appropriately.
• Use the right acquisition approach to build a profitable business mix for the organisation.
• Review business performance regularly and share relevant updates with senior management.
• Work toward persistency goals so renewals happen on schedule.
• Take corrective action on persistency and health-related issues as needed.

Recruitment and training

• Ensure timely hiring of team members.
• Manage attrition within the set limits.
• Support ongoing on-the-job training to build and upgrade team skills.

Additional information

This position is based in Vijayawada, Andhra Pradesh, India, and is a full-time onsite role.