Business Development & Sales 2. Generate leads through cold calling references walk-ins and marketing campaigns. 3. Identify customer insurance needs and offer suitable retail insurance products (Health Motor etc.). 4. Achieve monthly and quarterly sales targets. 5. Cross-sell and up-sell insurance products. 6. Build and maintain strong relationships with individual and small business clients. 7. Provide prompt post-sales service and assistance with policy renewals endorsements and claims support. 8. Ensure a high level of customer satisfaction and retention. 9. Coordinate with underwriters and operations teams for policy issuance and servicing. 10. Collect and verify documents required for policy processing. 11. Ensure accurate data entry and timely reporting. 12. Keep updated on insurance products competitors and market trends. 13. Provide feedback on product improvements and customer expectations. 14. Adhere to IRDAI and company compliance guidelines. 15. Maintain confidentiality and accuracy in customer records and transaction
Requirements
Minimum 13 years of experience in retail insurance sales / insurance broking / financial services. 3. Strong communication and negotiation skills. 4. Customer-oriented approach with problem-solving ability. 5. Basic understanding of insurance products and digital platform
Qualifications
Graduate in any discipline (MBA preferred).
Required Skills:
Qualification: MBA/PGDM from reputed B-school. Experience: 20 years in corporate sales institutional leasing or real estate investment. Requirements: Proven success in closing large deals and strong industry networks. Remuneration will be commensurate with qualifications and experience.
Required Education:
MBA/ PGDM
Business Development & Sales 2. Generate leads through cold calling references walk-ins and marketing campaigns. 3. Identify customer insurance needs and offer suitable retail insurance products (Health Motor etc.). 4. Achieve monthly and quarterly sales targets. 5. Cross-sell and up-sell insurance ...
Business Development & Sales 2. Generate leads through cold calling references walk-ins and marketing campaigns. 3. Identify customer insurance needs and offer suitable retail insurance products (Health Motor etc.). 4. Achieve monthly and quarterly sales targets. 5. Cross-sell and up-sell insurance products. 6. Build and maintain strong relationships with individual and small business clients. 7. Provide prompt post-sales service and assistance with policy renewals endorsements and claims support. 8. Ensure a high level of customer satisfaction and retention. 9. Coordinate with underwriters and operations teams for policy issuance and servicing. 10. Collect and verify documents required for policy processing. 11. Ensure accurate data entry and timely reporting. 12. Keep updated on insurance products competitors and market trends. 13. Provide feedback on product improvements and customer expectations. 14. Adhere to IRDAI and company compliance guidelines. 15. Maintain confidentiality and accuracy in customer records and transaction
Requirements
Minimum 13 years of experience in retail insurance sales / insurance broking / financial services. 3. Strong communication and negotiation skills. 4. Customer-oriented approach with problem-solving ability. 5. Basic understanding of insurance products and digital platform
Qualifications
Graduate in any discipline (MBA preferred).
Required Skills:
Qualification: MBA/PGDM from reputed B-school. Experience: 20 years in corporate sales institutional leasing or real estate investment. Requirements: Proven success in closing large deals and strong industry networks. Remuneration will be commensurate with qualifications and experience.