Customer Relationship Manager

Role overview

This position is focused on growing insurance revenue from an assigned team and an orphan customer database, using campaign-based engagement. The role also covers both pre-sales and post-sales servicing, with an emphasis on sustaining quarterly business growth rather than only hitting short-term targets.

Job purpose

The manager is expected to build insurance business from the allotted team and orphan database, support customers throughout the sales cycle, and ensure steady business expansion every quarter.

Scope and impact

The role influences the following measurable outcomes:

• Direct team size: 5 to 7 people
• Indirect team size: not applicable
• First-year premium target: approximately Rs. 8 million
• New business target: 200 to 250 policies
• Renewal collection and AUM conservation from the orphan base: 20 to 30 crores of AUM

Key challenges

• Building a service-led sales culture for orphan customers
• Using a differentiated and segmented approach across campaigns
• Managing frontline attrition and the limited availability of high-quality talent

Core responsibilities

The role requires maintaining customer relationships, converting campaign leads, supporting renewals, and ensuring smooth execution of the sales process.

The manager will also guide the team, monitor performance, and keep sales and service activities running without interruption.

Operational accountabilities

• Maintain strong relationships with orphan customers and support loyalty-building efforts
• Drive upselling opportunities through different campaigns
• Protect renewal collections and conserve AUM from the assigned base
• Meet premium and NOP targets to support overall company growth
• Assign leads to team members in line with target plans
• Track topline and health metrics regularly and review performance against goals
• Coach the team on the sales process, lead conversion, and closing techniques
• Promote and execute organizational recognition and reward activities
• Communicate process updates and regulatory changes through training modules
• Ensure sales calls, policy issuance, and complaint handling are completed smoothly and without delays

Additional information

The source did not specify compensation, benefits, eligibility criteria, education requirements, experience requirements, or the number of openings.