Overview
Business Development & Sales: Identify and develop new corporate clients.
Responsibilities
- Generate leads through networking, cold calling, industry events, and referrals.
- Understand client requirements and design appropriate insurance solutions.
- Prepare and deliver client proposals, presentations, and quotations.
- Achieve assigned sales and revenue targets within stipulated timelines
- Coordinate with underwriters and insurers for quotations, terms, and placement of policies.
- Ensure timely documentation, policy issuance, and adherence to IRDAI and company compliance guidelines.
- Maintain accurate records of sales activities, client interactions, and policy status in CRM or internal systems.
- Keep abreast of market trends, competitor offerings, and regulatory changes.
- Develop and maintain product knowledge across various insurance lines.
Key Skills & Competencies
- Strong communication and presentation skills.
- Good negotiation and analytical abilities.
- Customer-centric approach and relationship management skills.
- Ability to work independently and as part of a team.
Qualifications & Experience
- Minimum Graduate.
- 2–8 years of experience.