CRM Gorakhpur

Role Overview

This position is responsible for growing the insurance business through an assigned team and an orphan customer database across multiple campaigns. The role also requires delivering complete pre-sales and post-sales support to customers while guiding the team to achieve steady quarter-on-quarter growth, not just target attainment.

Job Context and Key Challenges

The role sits in a business environment that requires a strong service-to-sales mindset for orphan customers, a tailored approach for different campaigns, and the ability to manage front-line attrition while working with limited access to high-quality talent.

Key Responsibilities

• Build and maintain customer loyalty among orphan customers through consistent relationship management.
• Drive upselling opportunities through assigned campaigns.
• Support renewal collections and conserve AUM from the assigned customer base.
• Meet premium and NOP targets to contribute to overall company growth.
• Assign leads to team members based on planned targets.
• Track, review, and improve team performance across topline and health metrics.
• Coach team members through the sales process, conversion steps, and deal closure.
• Promote organizational reward-and-recognition initiatives actively within the team.
• Keep sales and service operations running smoothly so business potential is fully utilized.
• Communicate process updates, policy changes, and regulatory changes through training modules and other internal channels.
• Ensure sales calls, policy issuance, and complaint resolution happen without operational bottlenecks.
• Place the right people in the right roles at the right time to improve productivity.
• Assess team strengths and allocate responsibilities accordingly.
• Evaluate each business unit’s opportunity and distribute targets appropriately.
• Choose and execute the most effective business acquisition methods to build a profitable business mix.
• Review business performance regularly and share relevant updates with senior leadership.
• Meet persistency targets as per company standards so renewals are completed on time.
• Take corrective action wherever persistency or portfolio health needs improvement.
• Ensure timely hiring of team members.
• Control attrition within defined limits.
• Provide continuous on-the-job training and skill development to team members.

Additional Information

This role emphasizes service-led sales, structured team management, campaign execution, persistency improvement, and ongoing capability building for the frontline team.

Terms and Conditions

The source does not specify compensation, perks, notice period, working hours, or other employment conditions. Only the job scope and operational expectations are provided.