Senior Deputy Customer Relationship Manager

Senior Deputy Customer Relationship Manager

Department: Direct Marketing

Reports to: Customer Relationship Manager

Purpose

To acquire and service customers directly for life insurance products, achieving business targets and ensuring excellent customer experience.

Key Responsibilities

• Source new business through direct sales channels (self-generated & company leads)
• Achieve sales, revenue & persistency targets
• Conduct customer meetings to explain life insurance products & solutions
• Build long-term customer relationships for repeat & referral business
• Ensure adherence to IRDAI/regulatory norms & internal compliance

Must Haves

• Good knowledge of equity, financial, and insurance products
• 1–5 years’ experience in sales, bancassurance, or financial services
• Excellent communication & relationship skills

Qualification: Graduate in any discipline