Customer Relationship Manager - Trivandrum

Job Purpose

The role is focused on driving branch performance across the region by executing business plans, improving market coverage, ensuring compliance, and building a motivated, productive sales team.

Key Accountabilities

Execute regional business strategy effectively

• Create and implement branch-wise action plans using market insights to meet business goals.
• Make sure targets are clearly communicated and understood by every team member.
• Review performance regularly and recommend course corrections whenever needed.
• Inspire and guide team members to deliver on business outcomes.
• Ensure that each branch has adequate manpower with the right quality of resources.

Identify new opportunities and expand presence in underpenetrated markets

• Collect and use market intelligence from the assigned geography.
• Design and put into action strategies to capture available market potential.
• Support recruitment of advisors in locations with untapped opportunity.
• Strengthen brand visibility in underserved areas to support future growth.

Build profitable, compliant, and sustainable business

• Ensure all business activity follows company policies and applicable legal and regulatory standards.
• Introduce controls to maintain the quality of business being sourced.
• Act promptly when malpractice or market misconduct is identified.
• Promote adherence to persistency goals across branches.
• Track branch spending against budgets and monitor cost discipline.
• Take steps to reduce non-essential expenses and improve profitability.
• Drive branch-level cost optimization initiatives.

Improve motivation and productivity through sales programs and process discipline

• Support career progression by linking performance expectations with advancement opportunities.
• Lead zonal and organizational recognition and reward initiatives to boost team motivation.
• Communicate promotional programs clearly to the sales force.
• Help branches plan incremental revenue through these initiatives.
• Monitor outcomes during program periods and share feedback on effectiveness.
• Spot opportunities to improve productivity and follow through on those initiatives.
• Promote proper use of sales processes across the team.
• Review processes at BM/BH/ReM, FLS, and Advisor levels and gather feedback for improvement.
• Support maintenance of accurate day-to-day records to track performance.

Additional Information

No specific stipend, salary, or application deadline was provided in the source details. The opening count was also not mentioned.