CRM-DM-Ambikapur

Job overview

This position is responsible for driving insurance revenue from a designated team and an orphan customer base through ongoing campaigns. The role includes delivering pre-sales and post-sales support, maintaining service quality, and ensuring steady quarter-on-quarter business growth.

Business scale and impact

The role influences several operating metrics, including a direct team size of 5 to 7 people, a First Year Premium target of around Rs. 8 million, a NOP target of 200 to 250, and renewal collections from the orphan portfolio in the range of 20 to 30 crores of AUM.

Key challenges

The position requires the ability to encourage a service-to-sales mindset for orphan customers, apply a differentiated approach across campaigns, and manage front-line attrition while dealing with limited availability of quality talent.

Core responsibilities

• Build and sustain relationships with orphan customers while driving loyalty-based engagement.
• Increase revenue through upselling opportunities generated via different campaigns.
• Protect renewal collections and conserve AUM from the assigned customer base.
• Meet premium and NOP targets to support the company’s overall growth objectives.
• Distribute leads among team members according to agreed targets and priorities.
• Track performance regularly on topline and health indicators, and take action where needed.
• Coach the team on sales execution, lead conversion, and closing techniques.
• Drive organization-led recognition and reward initiatives within the team.
• Keep sales and service processes running smoothly, including sales calls, policy issuance, and complaint handling.
• Communicate process updates, rule changes, and regulatory changes through training modules.
• Place the right people in the right roles and allocate responsibilities based on capability and business opportunity.
• Review business quality routinely, share relevant updates with senior management, and work toward the right business mix.
• Maintain persistency as per company standards so renewals happen on schedule.
• Take corrective steps on persistency and portfolio health wherever required.
• Hire team members on time, control attrition within limits, and strengthen capability through ongoing on-the-job training.
• Oversee direct sales executives so they can meet the sales and health goals assigned to them.

Team and relationship handling

The role works closely with support executives, trainers, HR, issuance coordinators, and client service teams on a daily or need-based basis for logging in, policy receipts, training coordination, hiring support, issuance follow-up, and service resolution. Externally, the role maintains daily business relationships to support continuity and smooth operations.

Requirements

• Ability to lead a frontline sales team and manage performance against assigned targets.
• Experience handling insurance sales, renewals, and customer servicing processes.
• Capability to allocate leads, monitor productivity, and guide team members on sales execution.
• Comfort with recruitment, retention, coaching, and skill development activities.
• Strong coordination skills for working with internal support functions and service teams.
• Ability to manage business quality, persistency, and portfolio health on an ongoing basis.

Additional information

The role carries direct responsibility for 5 to 7 team members. The document also identifies the position as handling business development and service continuity for the assigned relationship network.

Reporting and direct reports

The direct report function associated with this role is Direct Sales Executive, whose responsibility is to achieve the sales and health targets set in their goal sheets.

Employment details

This is a full-time, on-site role based in Chhattisgarh, India.

Compensation

No salary or stipend amount was specified in the source.