Business Development and Customer Engagement Specialist

1 day ago


Kolkata, West Bengal, India beBeeCustomerRelationship Full time ₹ 6,00,000 - ₹ 12,00,000

Our team is looking for a Customer Relationship Manager to lead our efforts in building strong relationships with our existing customer base. As a Deputy Manager, you will be responsible for driving customer satisfaction and sales through effective relationship management.

Main Responsibilities:

  • Establish and strengthen relationships with allocated customers to ensure retention of their business.
  • Act as the single point of contact for customers, resolving any queries or complaints promptly.
  • Identify financial goals of customers and provide personalized financial planning assistance.
  • Analyze competition to offer professional advice to customers.
  • Schedule daily appointments from the customer database according to campaign requirements.

Sales Focus:

  • Pursue cross-sell and up-sell opportunities within allocated customer groups.
  • Ensure successful completion of licensing processes in line with MLI standards.

Measuring Success:

  • Achieve high adherence to Time-to-Update (TAT) targets for CRM Next system updates.
  • Consistently meet or exceed cross-sell/up-sell business goals on a monthly basis.
  • Collect payments/premiums on time from policies due for payment.
  • Resolve customer complaints efficiently while maintaining high customer satisfaction.
  • Achieve retention targets and maintain a high level of customer engagement.
  • Hold at least 45 unique customer meetings per month.
  • Maintain an attendance rate of over 90% across total working days.
  • Achieve a minimum score of 80% in functional training sessions.

Required Qualifications and Experience:

We are seeking an individual with:

  • Minimum 6 months of experience in life insurance.
  • Strong sales background in insurance/mutual funds/CASA/investments/loans/real estate.
  • Age between 25-30 years.
  • Demonstrated ability to own and manage conveyance.
  • Excellent communication skills in English and regional languages.
  • Basic computer knowledge.

Bonus Points:

  • Process orientation.
  • Customer-centricity and relationship-building abilities.


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