Business Development Executive

Position: Business Development Executive – Insurance & Investments 

Role Overview

We are looking for a mo vated and result-oriented Business Development Executive – Insurance & Investments to support our business growth by generating new business opportuni es in Life Insurance and Mutual Fund products.

The candidate will be responsible for iden fying prospec ve customers, making outbound calls, explaining suitable financial products, coordinating with customers and internal teams, and suppor ng the complete sales process from lead genera on to conversion.

Job Description:

Generate new business opportuni es through outbound calling, referrals, exis ng databases, networking and other sales channels. 

Contact prospective customers and understand their insurance and investment requirements. 

Explain relevant Life Insurance and Mutual Fund products in a clear and professional manner. 

Follow up with prospetive customers and convert qualified leads into business. 

Maintain regular communiction and relationship with exis ng and prospec ve customers.

Coordinate with internal teams for documenta on, applictions, policy processing and other customer requirements.

Maintain accurate records of leads, follow-ups, conversions and business generated.

Achieve assigned monthly and quarterly sales/business targets.

Handle customer queries and coordinate for timely resolution.

Prepare regular sales and ac vity reports for management.  

Candidate Profile 

Graduate in any discipline preferred.

1–5 years of experience in Insurance, Mutual Funds, Financial Services, Banking, BFSI or Telesales/Sales preferred.

Good communica on and interpersonal skills. 

Comfortable with outbound calling and customer follow-ups.

Strong coordination and relationship-management skills.

Target-oriented and self-motivated.

Basic knowledge of Life Insurance and Mutual Fund products will be an advantage.

Ability to work independently as well as with a team.