Walk-in || Sales Executive

Role & responsibilities

Understand customer needs and recommend suitable life insurance products.

• Work on leads assigned through the relevant channel (see Lead Sourcing by Channel below) to convert them into business.
• Acquire new clients and generate quality business revenue in line with assigned targets.
• Actively cross-sell / up-sell products to existing customers by identifying their evolving needs.
• Service existing customers resolve queries and concerns while maintaining consistent business quality.
• Build and maintain strong relationships with customers, partners or bank branch staff, depending on channel.
• Exercise due diligence to prevent unauthorized or fraudulent transactions.
• Maintain the highest standards of business quality and adhere to the compliance framework at all times.
• Be willing to be mobile and work across locations / territories as required.

Education & Experience

• Overall experience range: 0 - 4 years.
• Graduate freshers are eligible to apply.
• Candidates with a B.Tech / M.Tech / BCA / MCA background must have a minimum of 2+ years of relevant work experience to be considered.
• Experience in customer-facing roles in any industry is preferred; prior experience in the life insurance industry is not mandatory.
• Candidates who are willing to be mobile and work across locations will be preferred.

Lead Sourcing by Channel

Each channel provides leads to the FSC through a distinct source. The core sales process and target expectations remain the same across channels.

Channel Primary Lead Source How Leads Reach the FSC

PSF (Proprietary Sales Force)

Company-generated leads via Direct Marketing / call centre campaigns, digital & telecalling sources Leads assigned centrally through the DM CRM / LMS system and distributed by the campaign / floor management team

Banca(Bancassurance)

Partner banks branch walk-ins, existing bank customer base and bank branch staff referrals Leads shared by bank branch staff / relationship managers at the partner bank branch the FSC is mapped to

Agency

Self-generated leads through the advisors / units personal and professional network Sourced directly by the advisor / FSC through prospecting, referrals and networking, supported by the Unit Manager