Sales Intern
Bajaj Capital Limited · Guwahati · onsite · Posted 23d ago
About a minute. You'll make an account on the way through.
About this role
Position title: Sales Executive
Grade/Level: B4
Department: FPC - Sales
Salary (Intern): 15k to 18K+ Huge Performance Incentive
Type of Job: Inhouse Sales
Job purpose
To achieve assigned sales targets by identifying potential customers, building strong relationships, and providing multiple financial products. The role involves ensuring customer satisfaction, driving persistency,
client meetings,need analysis,plan preparation,solution providing, collaborating with other teams and adhering to sales process guidelines to contribute to the overall profitability of the venue.
Key responsibilities
Sales & Business Development
- Identify and approach prospective clients through direct sales, referrals and leads generated through market survey.
- Analyze customer needs and recommend suitable financial products to achieve their financial goals.
- Pitch & promote various financial products such as Life Insurance, Health Insurance, Mutual Funds.
- Meets or exceed monthly, quarterly and annual sales targets.
Customer Relationship Management
- Build and maintain strong relationships with existing and potential customers to encourage repeat and referral business.
- Provide ongoing support and after sales services to ensure customer satisfaction.
- Handle customer queries, concerns and complaints promptly and professionally.
Driving Persistency
- Ensure timely premium payments and policy renewals by engaging with customers and providing reminders or support.
- Proactively address customer queries or concerns to reduce policy lapses.
- Coordinate with customers to collect the relevant documents for policy renewals.
Market Intelligence & Product Knowledge
- Stay updated on market trends in the insurance and mutual funds industry.
- Maintain in depth knowledge of product features, benefits and compliance requirements.
- Attend regular training sessions to enhance product knowledge, selling skills and compliance understanding.
Compliance & Documentation
- Ensure adherence to regulatory and organizational guidelines during the sales process.
- Maintain accurate and timely documentation of customer interactions, sales transactions and financial advice provided.
- Get Certified for required profile
Job Requirements
Qualifications: Bachelor's degree in any discipline
Experience: 0-3 years of experience, in case of experience preferably in sales of financial products
Functional and Behavioral requirements
- Strong communication, negotiation and interpersonal skills.
- Ability to understand financial products and explain them effectively to clients.
- Self-motivated with a result-oriented approach.
Key Performance Indicators
- Sales Target achievement
- Persistency Ratio
- Number of new clients acquired
- Conversion rates from leads to sales
Sourced from naukri