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Insurance Agent Jobs

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Insurance Agent - Freshers

Bajaj Life Insurance Company Limited

  • Fresher
  • 4.0 Lac/Yr
  • Delhi NCR
Life Insurance Insurance Sales Team Building
As an Insurance Agent, your main role will be to help clients choose the right insurance policies to protect their assets and manage risks. You will work from home and communicate with clients through phone calls, emails, and online meetings. **Key Responsibilities:**- **Client Consultation:** Engage with clients to understand their needs and financial situations, helping them identify suitable insurance policies.- **Policy Education:** Explain different types of insurance policies, covering their benefits, limitations, and eligibility to clients in simple terms.- **Quote Generation:** Prepare and present personalized insurance quotes based on the information gathered from clients, ensuring transparency in pricing.- **Application Submission:** Assist clients in completing insurance applications accurately and timely, ensuring all necessary documentation is provided.- **Follow-Up:** Maintain regular contact with clients to answer questions, address concerns, and encourage policy renewals.**Required Skills and Expectations:**- Strong communication skills are essential, as interacting with clients is a key part of the job.- Basic knowledge of insurance products, which can be learned on the job, will be beneficial.- A customer-focused mindset is important, as you will need to prioritize client needs and build lasting relationships.- Self-motivation and the ability to work independently are crucial for managing your time effectively in a work-from-home environment.- A willingness to learn and adapt, as the insurance industry is constantly evolving with new products and regulations. Freshers are encouraged to apply, as training will be provided to help you succeed in this role.
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  • 1 - 7 yrs
  • 4.0 Lac/Yr
  • Nagercoil Kanyakumari
Retail Sales Corporate Sales Channel Marketing Channel Sales Life Insurance Team Building Direct Sales Channel Sales Strategies Lead Generation Channel Partner Development Client Solutions Negotiation Skills B2B Sales Demand Generation Dealer Management Dealer Sales Customer Relationship Management Sales Business Development
We are looking for a motivated Channel Sales Executive to join our team in Nagercoil, Kanyakumari. This role is essential in driving sales through established channels, focusing on building long-term relationships with partners.Key Responsibilities:1. **Manage Channel Partners**: You will be responsible for developing and maintaining relationships with channel partners. This involves regular communication, assessing their needs, and ensuring they have the resources to promote our products effectively.2. **Sales Strategy Implementation**: Execute sales strategies tailored to each partner. You will analyze market trends and competitor actions to adapt approaches and maximize sales opportunities.3. **Sales Performance Tracking**: Monitor the performance of channel partners by analyzing sales data. You will create reports to track progress against sales targets and suggest improvements as necessary.4. **Training and Support**: Provide training and ongoing support to channel partners regarding product features, sales techniques, and promotional strategies. Your goal is to enhance their capabilities and increase overall sales performance.5. **Collaboration with Internal Teams**: Work closely with marketing, product management, and customer service to ensure a smooth flow of information and to address any partner or customer inquiries.Required Skills and Expectations:Candidates should have 1 to 7 years of sales experience, preferably in channel sales or a similar role. A bright attitude, strong communication skills, and a proactive approach to problem-solving are critical. You should be able to work independently while also collaborating effectively with team members. A 12th-grade education is a minimum requirement.
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  • 0 - 1 yrs
  • 1.0 Lac/Yr
  • Dharmatala Kolkata
Life Insurance Insurance Sales
As an Insurance Sales Executive, you will play a key role in helping customers understand and choose the right insurance plans. This position is ideal for candidates looking to start their career in sales with minimal experience required.Key Responsibilities:- **Engage with Clients**: Actively connect with potential customers to introduce them to various insurance products and services tailored to their needs.- **Assess Insurance Needs**: Analyze clients' situations to recommend the most suitable insurance coverage based on their unique requirements and budget.- **Provide Information**: Clearly explain the features and benefits of different insurance policies to ensure clients make informed decisions.- **Follow Up**: Maintain regular communication with clients to address any questions or concerns, and to encourage them to finalize their insurance purchases.- **Meet Sales Targets**: Work towards achieving monthly sales goals by actively seeking new clients and nurturing existing relationships.Required Skills and Expectations:- **Communication Skills**: Strong verbal communication is essential to effectively convey information and engage with clients.- **Customer Service Orientation**: A friendly and professional approach is crucial to build trust and ensure customer satisfaction.- **Basic Sales Knowledge**: Familiarity with sales techniques and an eagerness to learn about insurance products is preferred.- **Self-Motivated**: Ability to work independently and take initiative in generating leads and closing sales.- **Team Player**: Willingness to collaborate with colleagues and contribute positively to the overall team environment. This role is suitable for individuals who have completed their 12th grade and are enthusiastic about starting a career in sales.
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Sales Marketing Executive - Nashik

Impact HR & KM Solutions

  • 3 - 5 yrs
  • 2.5 Lac/Yr
  • Nashik
Sales Marketing Executive Marketing Executive Sales Executive Sales Marketing Insurance Sales Marketing Operations
Key ResponsibilitiesLead Generation & Prospecting: Identify potential clients, cold call, drop in for client visits, and generate quality business leads.Client Relationship Management: Maintain and build strong, long-term relationships with existing and potential customers.Sales Execution: Conduct product demonstrations/presentations, prepare proposals/quotations, negotiate terms, and close sales deals to meet target KPIs.Market Research: Monitor industry trends, competitor activities, and market demand to identify new growth opportunities.Marketing Campaigns: Assist in planning and executing offline/online marketing campaigns, brand awareness activities, and sales promotions.Reporting: Track daily sales activities, maintain pipeline reports, and provide regular updates to management using CRM software or daily activity logs.After-Sales Support: Coordinate with internal teams (operations, logistics, or support) to ensure smooth customer onboarding and satisfaction.
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  • 0 - 4 yrs
  • Chandigarh
Sales Process Insurance Sales Insurance
We are seeking a driven and results-oriented Insurance Sales Representative to join our growing team. In this role, you will find new clients, explain different insurance options, and help people pick the right coverage for their needs. Your main goal is to meet sales targets while building strong, long-term trust with clients.
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  • 0 - 6 yrs
  • 4.3 Lac/Yr
  • Ludhiana
Insurance Sales Life Insurance Agent Agency Channel Life Insurance Sales Manager
We are seeking a Sales Manager to join our team in Ludhiana. In this full-time role, you will focus on driving sales and growing our customer base. Candidates with experience ranging from fresh graduates to those with six years in sales are encouraged to apply.**Key Responsibilities:**- **Develop Sales Strategies**: Create effective plans to boost sales by identifying target markets and customers' needs.- **Build Client Relationships**: Establish and maintain strong relationships with clients to foster loyalty and repeat business.- **Analyze Market Trends**: Monitor industry trends and competitor activities to adapt strategies accordingly and stay competitive.- **Lead Sales Team**: Manage and motivate your sales team to achieve their targets and improve overall performance.- **Prepare Sales Reports**: Regularly generate reports on sales metrics and present findings to senior management for strategic decision-making.**Required Skills and Expectations:**Candidates should have excellent communication and interpersonal skills to effectively engage with clients and colleagues. A strong understanding of sales principles and customer service practices is essential. Proficiency in using sales software and tools is preferred. The ideal candidate will be proactive, goal-oriented, and able to work independently in a fast-paced office environment. A keen ability to analyze data and derive actionable insights will be beneficial to enhance sales performance.
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TPA Executive (2-5 Years)

AICS Consultancy Service Pvt. Ltd

  • 2 - 5 yrs
  • 3.3 Lac/Yr
  • Rudrapur
TPA Executive TPA Coordinator Medical Insurance TPA & Insurance Coordination
DESCRIPTIONPosition : TPA Eexcutive Location : Rudrapur , UttarakhandExperience : 1 - 5 yearsKey Responsibilities :Handle end-to-end IPD billing and ensure accurate bill generation.Prepare provisional and final patient bills.Coordinate with doctors, nursing staff, and other departments for billing-related information.Manage TPA, insurance, cashless, and reimbursement billing processes.Verify patient records, treatment details, and billing documents.Ensure timely billing at the time of patient discharge.Resolve billing discrepancies and patient billing queries.Maintain billing records and documentation accurately.Generate daily billing reports and MIS reports.Follow hospital billing policies and compliance guidelines.Work on Hospital Information System (HIS) and billing software.Ensure confidentiality of patient and financial information.Coordinate with finance and accounts departments for smooth billing operations.
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Insurance Sales (0-4 Years)

Muthoot Insurance Brokers Pvt Ltd

  • 0 - 4 yrs
  • Andhra Pradesh
Insurance Sales Insurance Agent Insurance Broker LIC Agent Banking Sales Field Work Field Sales
a)Research and source potential clients and build long-term relationships with them through bancassurance model.b)Persuade prospective clients to engage in a phone conversation and/or meeting to discuss insurance products.c)Advise clients on the insurance policies that best suit their needs and requirements.d)Customize insurance programs to suit individual clients.e)Deliver approved policies to new clients and explain benefits and risks of the policyf)Handle renewing or amending of existing policies for clients.
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  • 1 - 3 yrs
  • 4.0 Lac/Yr
  • Visakhapatnam
Banca Sales Life Insurance Direct Sales Direct Channel
Roles and ResponsibilitiesDevelop and execute business plans to achieve sales targets through direct channel sales (bancassurance) in assigned territories.Collaborate with internal teams to ensure seamless integration of life insurance products into banking channels.Analyze market trends, competitor activity, and customer needs to inform strategic decisions.Meet or exceed monthly/quarterly sales quotas by effectively managing time and prioritizing tasks.Identify new business opportunities, build relationships with key decision-makers, and close deals to drive revenue growth.Desired Candidate Profile1-5 years of experience in bancassurance sales or direct sales within the financial services industry.Strong understanding of life insurance products and their applications in various customer segments.Excellent communication, negotiation, and interpersonal skills for building strong relationships with clients at all levels.Mandatory RequirementsMin. Graduation is MUST.Direct Sales candidates are only preferred.This is a field job. Candidates needs to own/ able to ride a two-wheeler vehicle for easy commute to the assigned branches.
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  • Fresher
  • Imphal
Insurance Sales Sales Process
We are looking for a dedicated Business Associate to join our team. This is a full-time position that allows you to work from home. Freshers are welcome to apply, and the only educational qualification required is a 10th pass.**Key Responsibilities:**- **Customer Interaction:** Communicate with customers to understand their needs, answer questions, and provide information about products or services. Good communication is essential for building rapport and trust.- **Data Management:** Maintain accurate records of customer interactions and transactions. This helps in tracking sales, understanding customer preferences, and improving service quality.- **Sales Support:** Assist in the sales process by providing relevant information to potential customers. This includes aiding in upselling and cross-selling products to maximize revenue.- **Market Research:** Conduct basic market research to identify trends and gather competitor information. This insight can help the team make informed decisions and improve offerings.- **Team Collaboration:** Work closely with team members to achieve common goals. Sharing ideas and strategies will enhance overall team performance.**Required Skills and Expectations:**- Strong communication skills, both verbal and written, to interact effectively with customers and team members.- Basic computer skills, including familiarity with email and office software, to manage data and communication efficiently.- Good organizational skills to manage tasks and maintain accurate records.- Ability to work independently and meet deadlines in a remote work setting.- A positive attitude and willingness to learn will greatly benefit the candidate in this role.
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Financial Service Executive - Full Time

Amolakshaya Trade and Credit Pvt Ltd

  • 0 - 6 yrs
  • 2.3 Lac/Yr
  • Guwahati
Interpersonal Skills Financial Markets Insurance Products Client Relationship Management Customer Service
Financial Services Executive (Sales, Operations & Stock Market Dealer)Company: AMOLAKSHAYA TRADE AND CREDIT PVT LTDLocation: Chatribari, Guwahati, AssamJob Type: Full-Time PermanentExperience: Fresher to 2 YearsEducation: Graduate (Minimum)About UsEstablished in 2001, AMOLAKSHAYA TRADE AND CREDIT PVT LTD has successfully completed 25 years of trusted service in the financial services industry. We provide comprehensive financial solutions and have built lasting relationships through integrity, professionalism, and client-centric service.Our Services- Stock Broking (Equity, F&O, Commodity & Currency)- Mutual Funds- IPO Investments- Demat & Trading Accounts- Life & Health Insurance- Financial Planning & Wealth ManagementJob OverviewWe are looking for a dynamic, customer-focused, and proactive Financial Services Executive to support our sales, client servicing, operations, and stock market dealing activities. This is an excellent opportunity for candidates looking to build a long-term career in the financial services industry.Key Responsibilities- Generate new business through referrals, telecalling, networking, and client meetings.- Build and maintain strong relationships with existing and prospective clients.- Promote Demat & Trading Accounts, Mutual Funds, IPOs, Life Insurance, Health Insurance, and other financial products.- Execute Equity, F&O, Commodity, and Currency trades as per client instructions.- Process Mutual Fund transactions and assist with Demat account opening.- Coordinate insurance renewals, documentation, and investment-related processes.- Resolve client queries and provide prompt after-sales support.- Maintain client records using CRM and MS Excel.- Coordinate with exchanges, AMCs, insurance companies, and internal teams for seamless operations.- Ensure compliance with regulatory guidelines and internal policies.Desired Skills- Good communication and interpersonal skills.- Customer-oriented with a proactive approach.- Basic knowledge of MS Office and email.- Strong logical thinking and attention to detail.- Sales aptitude with excellent follow-up skills.- Willingness to learn and grow in the financial services industry.Eligibility- Graduate in any discipline.- Freshers are welcome to apply.- Experience in Banking, Stock Broking, Mutual Funds, Insurance, or Financial Services will be an advantage.- NISM Certification (or willingness to obtain it after joining) will be an added advantage.
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  • 0 - 5 yrs
  • 3.0 Lac/Yr
  • Moradabad
Marketing Consultant Corporate Sales Retail Sales Direct Marketing Insurance Sales Field Sales
SBI Card Post Sales ExecutiveQualification Graduate Salary 14k to 20k+PF ESI+incentive Location MoradabadExperience -Fresher & Experience Male & Female apply this job
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Sales Executive (1-3 Years)

Ratnashil Online Service Pvt Ltd

  • 1 - 3 yrs
  • 2.5 Lac/Yr
  • Faridabad
Corporate Sales Channel Sales Lead Generation Inside Sales Insurance Sales
A sales executive is the primary link between an organization and its clients, driving revenue by identifying prospects, presenting products, and negotiating contracts. They actively manage the sales pipeline and maintain customer relationships to maximize profitability and business growth.
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  • 0 - 6 yrs
  • 5.0 Lac/Yr
  • Anna Nagar Chennai
Communication Life Insurance Insurance Sales Good Communication Skills
We are looking for a Life Insurance Agent to join our team in Anna Nagar, Chennai. This is a part-time work-from-home position suitable for individuals with 0 to 6 years of experience. A minimum education of 10th Pass is required.As a Life Insurance Agent, you will be responsible for helping clients understand their insurance options and assisting them in choosing the best policies for their needs. Your main duties will include:- **Client Consultations**: Engage with clients to determine their financial needs and preferences, ensuring they understand the importance of life insurance.- **Policy Recommendations**: Analyze different life insurance plans and recommend suitable options based on the unique requirements of each client.- **Document Preparation**: Assist clients with filling out applications and processing necessary paperwork for policy enrollment efficiently.- **Follow-Up**: Maintain contact with clients to answer questions, provide updates, and encourage renewals, ensuring they feel supported throughout their insurance journey.To succeed in this role, you should have excellent communication skills to explain complex information clearly. Strong organizational skills are essential for managing client documents and appointments. A customer-focused mindset will help you build trusting relationships with clients. You must be motivated and self-driven as this is a work-from-home position requiring discipline and the ability to work independently. A basic understanding of technology for online communication and document management is also necessary.
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  • 0 - 1 yrs
  • Hisar
Life Insurance Insurance Sales Agency Sales General Insurance Sales
We welcome fresher and experienced candidates who are eligible to work with us. Incentives and salary both . Domestic and abroad trip and other contests can achieve.Promotion as your potential.Hurry last date is very soon.
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  • 1 - 7 yrs
  • Kolkata
General Insurance Insurance Sales Insurance Broking Insurance Advisor Life Insurance Agent Health Insurance Retail Sales Agency Sales Team Building Team Management Skills Direct Sales Channel Sales
* Recruit Sales Team Members & Manage sales team* Sell insurance products (life, health, general) from online portal* Meet targets with effective Leadership* Good Incentive & Leadership Opportunity provided PAN INDIA Basis* After Probation Period will place as Area Head with Fix Salary.* Insurance Sales Experience as Insurance Professionals, Insurance Agent? Only apply
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  • 0 - 6 yrs
  • Delhi
Investor Relations Presentation Skills Insurance Sales Insurance Marketing Insurance Sales
Helping people in financial,insurance and retirement planning. Connecting with his network to share LIC savings,pension,insurance, children,fixed deposits and family saving plansThis is not a fixed 10 to 5 salary job there is no fixed salary. Income is linked to performance and no limit to income
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  • 1 - 4 yrs
  • 3.0 Lac/Yr
  • Delhi NCR
Direct Sales Business Finance Field Sales Banking Insurance Sales Real Estate Sales BFSI
Were Hiring for INDIAs Largest Public listed Housing Finance Company (LIC HFL).Position: Assistant Sales Executive (ASE)Openings: 148 Fixed CTC: 3 LPA (Fixed) + Performance-linked Variable PayJob Description: We are hiring Assistant Sales Executives (ASE) to drive sales and marketing activities at the Area Office level. The role focuses on customer acquisition, builder/development relationships, and housing finance business growth.Key Responsibilities: Acquiring new customers through online and offline sales channels Promote housing finance products and explain benefits to customers Build strong relationships with builders/developers and individual home buyers Generate business from residential projects and affordable housing segments Achieve quarterly and annual sales targetsElligibilty Age: 21-28 years (01-Mar-1998 to 01-Mar-2005) Education: Graduate in any discipline (Minimum 50% marks) Experience: 2-4 years of Field sales/marketing experience from Banking, Financial Services, Insurance, Fin tech, Micro Finance, Real estate
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  • 0 - 2 yrs
  • 1.5 Lac/Yr
  • Burari Delhi
BPO Sales Health Insurance Tele Caller
We are looking for a dedicated and motivated Call Center Executive to join our team. This full-time position allows you to work from the comfort of your home while providing excellent customer service.**Key Responsibilities:**- **Answer Incoming Calls:** Respond promptly to customer inquiries, ensuring a friendly and helpful demeanor to create a positive customer experience.- **Resolve Customer Issues:** Listen carefully to customer problems, providing accurate solutions or escalating issues when necessary to ensure timely resolution.- **Maintain Records:** Document all customer interactions in the system to keep track of issues and solutions provided, which helps improve service quality.- **Follow Up with Customers:** Reach out to customers to ensure their issues have been resolved satisfactorily and gather feedback for service improvement.- **Collaborate with Team:** Work together with team members and supervisors to share knowledge and improve overall customer service strategies.**Required Skills and Expectations:**The ideal candidate should possess strong verbal communication skills, with the ability to articulate clearly and confidently while speaking on the phone. A patient and empathetic attitude towards customers is essential to help them feel valued and understood. Candidates should also have basic computer skills to navigate customer management systems effectively. A problem-solving mindset is crucial to handle inquiries efficiently. We welcome individuals with 0 to 2 years of experience, and education at least at the 10th-grade level is required. Females are encouraged to apply for this role.
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  • 0 - 3 yrs
  • 4.5 Lac/Yr
  • Bhubaneswar
Business Development Customer Management Communication Lead Generation
We are seeking a motivated Business Associate to join our team. This role is ideal for individuals with a passion for business and a keen desire to help the company grow. You will work from home and contribute to various projects and tasks.**Key Responsibilities:**- **Market Research:** Conduct research to understand market trends and customer needs. This helps the company stay competitive and identify new opportunities for growth.- **Client Communication:** Facilitate communication with clients via phone, email, or chat. Building strong relationships with clients is essential for understanding their needs and ensuring satisfaction.- **Data Analysis:** Analyze sales and performance data to help make informed business decisions. This involves summarizing data into clear reports that can guide strategy.- **Sales Support:** Assist the sales team in preparing presentations and proposals. Your support is crucial in making a good impression on potential clients and securing deals.- **Administrative Tasks:** Handle various administrative tasks such as scheduling meetings and maintaining records. Staying organized is important for the smooth operation of the team.**Required Skills and Expectations:**Candidates should have strong communication skills to effectively interact with clients and team members. A basic understanding of business concepts and data analysis will be beneficial. The ideal candidate should be self-motivated, detail-oriented, and capable of managing time effectively while working from home. Being open to learning and adapting to new tasks is also important for success in this role.
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Sales Executive - Full Time

Muthoot Insurance Brokers Pvt Ltd

  • 0 - 4 yrs
  • Bangalore
Direct Sales Insurance Sales Direct Marketing Lead Generation Bancassurance
We are looking for a motivated Sales Executive to join our team in Bangalore. This is a full-time position suitable for candidates with 0 to 4 years of experience. The ideal candidate will have a strong interest in sales and excellent communication skills.**Key Responsibilities:**- **Prospect New Clients:** Reach out to potential customers to introduce our products and services, aiming to build a strong client base.- **Manage Client Relationships:** Develop and maintain relationships with existing clients to understand their needs and ensure satisfaction with our products.- **Prepare Sales Presentations:** Create and deliver compelling sales presentations to showcase our offerings and explain their benefits.- **Achieve Sales Targets:** Meet monthly and quarterly sales goals by actively selling and promoting products, focusing on increasing revenue.- **Market Research:** Stay informed about industry trends and competitors to identify opportunities and assist in strategic planning.**Required Skills and Expectations:**- Strong communication and interpersonal skills are essential for effectively engaging with clients.- A basic understanding of sales principles and customer service techniques will be advantageous.- Self-motivation and a goal-oriented attitude are important to thrive in a competitive environment.- Ability to work collaboratively in a team and contribute to overall sales strategies.- Willingness to learn and adapt to new challenges in a fast-paced work environment. Candidates who are eager to develop their sales careers in a dynamic setting are encouraged to apply.
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Team Leader Insurance

Muthoot Insurance Brokers Pvt Ltd

Insurance Sales Insurance Agent Insurance Broker LIC Agent Banking Sales Field Work Field Sales
a)Research and source potential clients and build long-term relationships with them through bancassurance model.b)Persuade prospective clients to engage in a phone conversation and/or meeting to discuss insurance products.c)Advise clients on the insurance policies that best suit their needs and requirements.d)Customize insurance programs to suit individual clients.e)Deliver approved policies to new clients and explain benefits and risks of the policyf)Handle renewing or amending of existing policies for clients.
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Sales Support Executive - Nashik

Impact HR & KM Solutions

  • 3 - 4 yrs
  • 3.0 Lac/Yr
  • Nashik
Direct Marketing Marketing Consultant Retail Sales Corporate Sales Channel Sales Marketing Communication Direct Sales Lead Generation Sales Administration Insurance Sales
Key ResponsibilitiesProspecting & Lead Generation: Identify potential customers through cold calling, local market visits, networking, and lead follow-ups.Client Presentations: Present, demonstrate, and market products or services effectively to prospective clients.Negotiation & Closing: Address client queries, handle objections, negotiate terms and pricing, and successfully close sales.Relationship Management: Maintain strong, ongoing relationships with existing and new clients to ensure customer satisfaction and repeat business.Pipeline & Target Management: Track daily sales activities, manage lead statuses, and achieve monthly and quarterly sales revenue targets.Market Insights: Gather feedback on customer requirements and competitor offerings to share with management.Reporting: Maintain accurate records of sales activities, pipeline status, and client feedback in daily activity logs or CRM systems.
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Sales Executive - Nashik

Impact HR & KM Solutions

  • 1 - 3 yrs
  • 3.0 Lac/Yr
  • Nashik
Direct Marketing Marketing Consultant Retail Sales Corporate Sales Channel Sales Marketing Communication Direct Sales Lead Generation Sales Administration Insurance Sales Sales Consulting Field Sales Inside Sales Negotiation Skills Convincing Power Cold Calling B2B Sales Sales Ability Sales Business Development Sales Communication Skills
As a Sales Executive, you will play a crucial role in driving sales and expanding our customer base. Your primary responsibilities will include:- **Identifying Potential Customers:** Research and create a list of potential customers through various means, such as online research, networking, and referrals, to broaden the market reach.- **Engaging with Clients:** Reach out to prospects via phone calls, emails, and in-person meetings to present our products and services, fostering strong relationships and understanding customer needs.- **Conducting Sales Presentations:** Prepare and deliver engaging sales presentations that effectively showcase our offerings and address potential customers pain points.- **Closing Sales Deals:** Utilize your persuasion skills to negotiate terms, handle objections, and successfully close sales deals, meeting or exceeding individual sales targets.- **Maintaining Customer Relationships:** Follow up with existing customers to ensure their satisfaction, address concerns, and identify opportunities for upselling and cross-selling.- **Reporting Sales Activities:** Keep accurate records of sales interactions, customer feedback, and market trends to provide insights to management for strategy development.To excel in this role, you should have a minimum of 1-3 years of sales experience, preferably in a similar industry. Strong communication and interpersonal skills are essential for establishing rapport with clients. You must demonstrate self-motivation, a results-oriented mindset, and the ability to work effectively in a fast-paced environment. Proficiency in basic computer applications and familiarity with CRM systems will also be beneficial.
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  • 0 - 1 yrs
  • 3.0 Lac/Yr
  • Sinnar Nashik
Direct Marketing Marketing Consultant Retail Sales Corporate Sales Channel Sales Marketing Communication Direct Sales Lead Generation Sales Administration Insurance Sales Sales Consulting
Key ResponsibilitiesLead Generation & Prospecting: Identify and target potential corporate clients, industries, or institutional buyers through cold calling, field visits, email campaigns, and professional networks like LinkedIn.Client Meetings & Presentations: Schedule and conduct face-to-face or virtual meetings with key decision-makers (such as Purchase Managers, Plant Heads, or Business Owners) to pitch our products/services.Negotiation & Closing: Understand client requirements, prepare commercial quotations in coordination with the technical/management team, negotiate pricing and terms, and successfully close deals.Relationship Management: Maintain and nurture strong, long-term relationships with existing clients to secure repeat business, handling any service or product queries promptly.Market Intelligence: Monitor competitor activities, track industry trends, and provide regular feedback to management regarding market demand and new product opportunities.Reporting: Maintain an accurate database of leads and customer interactions. Prepare and submit weekly/monthly sales reports tracking targets vs. achievements.
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  • 0 - 6 yrs
  • hisar Sector 15A
Life Insurance Insurance Sales General Insurance
We are seeking an Insurance Associate to join our team in Sector 15A. This role is ideal for individuals who are detail-oriented and enjoy working with people. **Key Responsibilities:**- **Client Interaction**: Communicate with clients to explain insurance products and answer questions about policies, ensuring they have a clear understanding of their options.- **Policy Administration**: Assist in preparing and maintaining insurance documents, including policy applications and claims, to ensure accurate records and compliance with regulations.- **Data Entry**: Accurately enter client information and policy details into the system, helping to keep our database up-to-date and organized.- **Monitoring Claims**: Support clients in filing insurance claims and track the status of these claims, providing updates and assistance throughout the process.- **Sales Support**: Help with the sales process by identifying client needs, recommending suitable insurance products, and following up on leads to grow our client base.**Required Skills and Expectations:**- Candidates should have completed at least their 10th grade education to apply for this role. - Strong communication skills are essential, as you will be interacting with clients and explaining complex information in an easy-to-understand way.- Attention to detail is important for managing paperwork and ensuring accuracy in data entry.- A basic understanding of insurance products will be beneficial, though training will be provided for those new to the field.- A proactive attitude and willingness to learn will help you succeed in this full-time role.
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Sale Manager

Prerana Hr Solution

Retail Sales Manager Field Sales Executive Field Officer Customer Acquisition Banking Sales BFSI Market Executive Sales Executive Loan Sales Executive Insurance Advisor Insurance Sales Executive Credit Card Reconciliation Mutual Funds Sales Home Loan Walk in
ROLE & RESPONSIBILITY:Drive business for improving market share, profitability & growth across channels and products for the branch through demand generation, fulfillment and portfolio management with strong focus for growth in affordable segment. Driving business through acquiring new customers in the allocated region with focus to improve the affordable reach Nurturing the relationship with all sourcing partners - Connectors, Referral Partners and I Bank Enhancing business through increase in market share of affordable mortgage and deeper geography penetration along with other products i.e. LAP, Mortgage, Home Loan. Ensuring high levels of engagement for effective pre & post customer service. Responsible for login of files and ensuring smooth processing of files using available digital methods Complete control of NPA and Collections / overdue cases sourced Maintenance of portfolio health by ensuring lend to collect culture is followed up to the last mile Liaison with and manages legal, technical, collection, FI and RCU vendors Strong focus on post onboarding services, customer retention and audit management KEY SKILLS Understanding of mortgage related products and credit policies Regulatory, legal and compliance Knowledge relating to the mortgage industry Thorough understanding of market landscape and competitors in the region Selling and negotiation skills Excellent relationship management skills Good articulation and communication skills
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Live Underwriter (Full Time)

Prerana Hr Solution

Underwriting Underwriting Executive Underwriting Manager Real Time Analyst Insurance Underwriting Work From Home Walk in
Job Roles and Responsibilities: Review and analyse the mortgage loan application to ensure eligibility, accuracy, completeness, and compliance with internal and regulatory guidelines to minimize risk factors. Review all required loan data, reports, and inspections to insure the collateral is acceptable to investor and the company. Knowledge of Lending & Underwriting Guidelines Credit & Income Analysis Cash Flow Analysis Risk Assessment Loan-to-Value Ratios Debt-to-Income Ratios. Review Initial application - Verify loan, property, borrowers information with other available documents - Verify borrower's monthly income and expenses - Verify other relevant sections. Review all the documents related to borrowers Credit, Capacity, Collateral and Capital. Calculate asset required for closing and reserve purpose for the transaction (as per guideline) Responsible for making independent decisions regarding acceptance and risk of loans according to HUD, company, and investor guidelines. Provides final approval underwriting of mortgage loans. Completes all required paperwork and forms in a timely and accurate manner; prepares required forms. Sign off conditions in a timely manner set by management. Work with staff and management to find solutions on escalated loans. May be requested to make recommendations for improving Internal Audits policies and practices. Manage loans by using all functions of Encompass. Effectively communicate underwriting decisions with processors and advisors Maintain high level of customer service and communication with other departments. Other duties as assigned.Qualification & Experience: Degree or Equivalent Recent 2+ years of experience in Live Underwriting. Minimum 4 years of experience in conventional/govt end to end underwriting. Well-versed with all 4Cs of Underwriting (Asset, Income, Credit and Collateral) US Mortgage Process (Only Night Shifts)
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Sales Officer

Prerana Hr Solution

Retail Sales Corporate Sales Channel Sales Agency Sales Direct Sales Technical Sales Banking Sales Loan Sales Executive Insurance Sales Executive BFSI Mutual Funds Stock Broker Sales Coordinator Walk in
Key Responsibilities:Identify sales opportunities for both the Bank and third-party products by acquiring new customers and building new relationshipsManage business relations with existing customers to increase the depth of existing relationshipsAchieve sales targets as assigned by the organization monthly as per Grade Matrix (BDE, Officer and AM Sales)Record and track all engagement activities through the CRM systemComply with KYC/SEBI rules, regulations, and legislation governing the financial services industryRole Proficiency::Good communication (both verbal and written) skill in both English and the local language.Excellent lead generation and conversion skillAbility to handle pressure and meet deadlinesAbility to work successfully as a part of a teamHigh sales orientation to meet the sales targets consistently
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  • 1 - 7 yrs
  • 4.5 Lac/Yr
  • Tirunelveli
Retail Sales Corporate Sales Channel Marketing Channel Sales Life Insurance Team Building Direct Sales Channel Sales Strategies Lead Generation Channel Partner Development Client Solutions Negotiation Skills B2B Sales Demand Generation Dealer Management Dealer Sales Customer Relationship Management Sales Business Development
We are seeking a motivated Channel Sales Executive to join our team in Tirunelveli. This role is ideal for individuals with 1 to 7 years of sales experience, focusing on building and maintaining strong relationships with channel partners.Key Responsibilities:- **Partner Relationship Management**: Develop and nurture relationships with existing channel partners to ensure mutual growth and collaboration.- **Sales Strategy Implementation**: Execute sales plans aimed at increasing revenue through the channel partner network.- **Market Research**: Identify market trends and customer needs to inform product offerings and improve sales performance.- **Training and Support**: Provide guidance and training to channel partners on our products and sales techniques to enhance their effectiveness.- **Sales Reporting**: Monitor sales performance metrics and report on progress towards targets, helping to identify areas for improvement.Required Skills and Expectations:Candidates should possess strong communication and interpersonal skills to engage effectively with channel partners. A basic understanding of sales principles and practices is essential. The ability to work independently, as well as collaboratively within a team, is crucial. A proactive approach to problem-solving and a passion for achieving sales goals will be key to success in this role. Since this position is office-based, the candidate needs to be present at the workplace in Tirunelveli.
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