Direct Responsibilities Acquire customers as per business plan Revenue Generation as per assigned Targets Acquire and upgrade knowledge on filling up KYC/new products/processes Update status of leads on Lead management system regularly Conduct sales promotion activities regularly Activation of clients Seek references from customers/prospects
Insurance Broking Health InsuranceLife InsuranceGeneral InsuranceMarine InsuranceInsurance Training
Job Openings for 10 Field Sales Manager Jobs for Freshers in Delhi NCR,Lucknow,Bengaluru,Goa,Kolkata,Mumbai,Navi Mumbai,Thane having Educational qualification of : Higher Secondary, Other Bachelor Degree with Good knowledge in Insurance Broking,Health Insurance,Life Insurance,General Insurance,Marine Insurance,Insurance Training etc.
KEY RESPONSIBILITIESService through relationship management Establishing and strengthening relationship with the allocated customer base. Ensure retention of in his/her allocated Book of Relations (existing customer database). Act as single point of contact for customers for any customer query/complaint. Identify financial goals of customers and providing financial planning assistance. Competition Analysis for giving professional advice to customer Fix self appointments everyday from the given customer database as per the campaign Sales Focus on cross-sell & up-sell opportunity in allocated customers. Ensure successful completion of licensing as per MLI standards MEASURES OF SUCCESS TAT adherence for updating System - CRM Next Successful completion of cross-sell/ up-sell Business Goals month on month Collection of payment/premium from 91-180 days due policies Complaint Resolution /Customer satisfaction Achievement of Retention Targets. > 45 unique customer meetings in a month More than 90% attendance (of total working days) Successfully score >=80% in the Functional Trainings imparted
Increase the top of funnel by driving period BTL activates, generating referral form prospect customers togenerate a bigger prospect base. Maximize virtual connects with the qualified prospects using various digital platforms along with other socialmedia platforms. Adopt need based selling (Tailor make recommendation based on customers profile) and assist and coordinatewith customers to facilitate smooth policy insurance. Rigorous and timely follow up on all prospects that are in work in progress stage. Update prospect information and track performance on lead management system (LMS) / VYMO Ensure that all procedural requirement for policy issuance are complete and correct. Track polices that have been logged in the branch to ensure speedy insurance to provide correct and completeinformation on products to all customers to show transparency
Insurance Sales Insurance BrokingBanca SalesBusiness Development Manager
JOB SUMMARY:Job Purpose To Drive business through channel partner's sales team and distribution network.Key Responsibilities:1. To Build strong relationship across the partner network2. To Grow the business by driving sales of MLI products through partner sales team3. To Organize catch-up meetings with partners and their clients to introduce MLI products in their portfolios4. To Activate maximum number of mapped sub-brokers/RMs/Lead Generators on a monthly basis5. To Ensure smooth issuance of all cases from start to finish and maintain persistency of all issued policies6. To Prepare and send daily report on meetings and sales numbers to all stakeholders7. To Track the status of logged in policies in the central MIS8. To Update on the tasks assigned for driving focused business through the task MIS9. To Maintain and update the persistency data of the assigned cases10. To Train partner RMs on MLI products and processesDESIRED QUALIFICATIONS and EXPERIENCE: Qualifications: Graduate / Post GraduateExperience: 2 - 6 years of relevant in Insurance Sales in Broking / Banca Sales
Corporate Sales Life Insurance AdvisorLife Insurance AgentInsurance AdvisorFinancial AdvisorChannel Sales
Responsible for acquiring Corporate and developing business through them. Ensuringtop and bottom-line achievement of numbers and budgets are achieved for the SBU Drawing the budget and formulate strategies to control acquisition cost Driving the channel sales and owning the responsibility of its overall performanceincluding the profitability and achievement of the budget Assist operational managers in their sales initiatives by bringing in support from thehead office Work closely with various departments within the company to smoothen operationalprocedures to facilitate faster closure of sales related matters. Should have through knowledge of the market, must be aware of competition practicesand should provide regular feedback to VP / Channel Head for advance planning Should be well aware of the companys underwriting and operation procedures and allother aspects required to ensure achievement of desired objectives Should guide the team on regular basis by providing performance feedback (relevantfor professionals with teams) Responsible for monthly reviews and analysis with the CEO / DirectorRequirements Should be a go getter Assertive door opener Ability to work individually and in a team Will be reporting to CEO Advance knowledge of all types of insurance, inclusive of life and general insurance Should have exposure to SMEs and large corporate