Job Description

Key Responsibilities



Generate new business to achieve defined sales and revenue targets. Keeping In and out knowledge of the products being sold by him. Create proper comparison of the similar products in other companies. Create and manage an effective Sales Tracker to measure and manage their activity levels. Continuously improve the quality of sale and key sales ratios by attending the trainings arranged for them, if required. Providing timely MIS as required relating to the various aspects of the business-Applied, business lead generation, Issued business, product mix, lapsation etc. Conduct a credit report on customers to find out what sort of insurance rates they can be given, explain to customers what sort of coverage they are getting, and what kind of monetary values the insurance company will payout in the event of damage to the insured. Ensuring complete customer satisfaction starting from the first payment of premium till the claim management. Liasoning with Insurance Company's representatives on a regular basis. Ensure timely and accurate compliance to all statutory requirements. To check if all the required documents and forms are in place, wherever applicable.
Skills and Experience


The level of the individual has high dependency on technical ability and personal effectiveness.


Insurance Bancassurance Product knowledge

Qualifications

Minimum: Graduate degree Experience in sales & relationship management Financial industry background preferred (not mandatory) Strong communication, negotiation, and customer service skills * Must be IRDA certified before handling leads.