Own sales performance for direct/inbound channels--field incoming leads andconvert calls or walk-ins.
Drive cross-sell/up-sell to existing policyholders using financial planning toolsand customer profiling .
Expand customer base via referral programs and outreach campaigns.
2. Customer Engagement & Service
Ensure prompt, high-quality service for inquiries, quotes, onboarding, andrenewals.
Handle escalated customer issues, build trust, and maintain high servicestandards.
3. Operations & Compliance
Oversee full policy lifecycle: onboarding, underwriting, issuance, renewals, anddocumentation.
Ensure strict compliance with IRDAI regulations and company policies .
Stay updated on product features, market dynamics, and competitor offerings.
4. Financial Management & Reporting
Manage branch-level P&L, budgeting, and expense control.
Report weekly/monthly sales performance, market trends, and pipeline forecasts to regional leadership.
5. Marketing & Campaign Execution
Plan and execute inbound campaign strategies (e.g., call campaigns, emailfollow-ups, customer reactivation).
Measure campaign ROI and continuously refine tactics.
Job Type: Full-time
Pay: ?504,608.67 - ?1,000,000.00 per year
Education:
Bachelor's (Required)
Experience:
Total: 2 years (Required)
Work Location: In person
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