Sales Role - Insurance (1-3 yrs)
Location: Ludhiana, Chandigarh
work mode: on site
Primary skills: CASA,Mutual funds,broking company
Qualification: any graduation.
Roles and Responsibilities:
Business Development:
- Develop and execute strategic plans to achieve sales targets and expand market presence.
- Identify and pursue new business opportunities through open market channels and agency networks.
- Build and maintain strong relationships with key stakeholders, including brokers, agents, and financial institutions.
Product Promotion:
- Promote and sell health insurance products, CASA (Current Account and Savings Account), mutual funds, and other financial products/services.
- Conduct promotional activities, presentations, and seminars to increase product awareness and market penetration.
Operations Management:
- Oversee day-to-day operations related to agency health business, ensuring compliance with regulatory standards and company policies.
- Monitor sales performance metrics, analyze data, and prepare reports for management review.
- Drive efficiency and productivity improvements within the business unit.
Customer Relationship Management:
- Ensure high levels of customer satisfaction through effective service delivery and resolution of customer issues.
- Collaborate with internal teams (such as underwriting, claims, and customer service) to enhance customer experience and retention.
- MBA or equivalent degree in Business Administration, Finance, or related field preferred.
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