Client Acquisition Fresher Jobs in Lucknow

Job Description: Position: BDM, Team Leader, Insurance adviser Location: Lucknow Employment Type: Full-time/Part-timeSalary: Salary + CommissionJob Summary:We are seeking a motivated and customer-focused Insurance Adviser to join our team. The Insurance Adviser will be responsible for providing expert advice to clients on insurance products and services, helping them make informed decisions about their coverage needs. This role involves building strong relationships with clients, understanding their financial situations, and offering tailored insurance solutions.Key Responsibilities:Understand clients insurance needs and provide expert advice on available products.Offer customized insurance solutions, including life, health, property, and casualty insurance.Educate clients on policy terms, benefits, and costs, ensuring clarity and transparency.Manage client relationships and provide exceptional customer service.Conduct periodic reviews of existing policies and offer updates or improvements.Ensure compliance with all regulatory and company standards.Maintain detailed and accurate client records.Collaborate with other team members and departments to deliver a seamless customer experience.Stay up-to-date with industry trends, product knowledge, and changes in insurance regulations.Qualifications:Proven experience as an insurance adviser, agent, or similar role (preferred but not required).Excellent communication and interpersonal skills.Ability to explain complex insurance concepts in simple terms.Strong organizational skills and attention to detail.A customer-first attitude with a commitment to providing personalized service.Relevant certifications (e.g., IRDAI certification) or willingness to obtain them.Proficiency in using insurance software and tools.Why Join Us:Competitive salary and commission structure.Opportunities for professional growth and development.

Requirement gathering for web and app development projectsPreparation of necessary docs(RFP, SOW, NDAs and POC) for the clients requirement.Understanding the default software/applications products and services of Webkul and its functionalities(at workflow level) for a personalized explanation of the same to the clients.Handling customer's pre-sales and post-sales queries over various communicationmediums like calls/ mails/ skype/ helpdesk/ social networking sites.Project assignment and being clients major communication for ongoing projects.Managing project delivery(It covers check of all the SOW points agreed)Assigning the technical queries/issues of clients to the technical departments.Preparing a full User guide(technical doc/content) of the products for Webkuls products, Services and customers in written and video format as well.Attending international as well as domestic seminars and conferences regarding the promotion of the products with the presentation.Market research of the products.Responsible for new partnerships of the organization, acting as a bridge betweenclient-side and organization.Full-time office job, No fieldwork.