Executive/Sr. Executive-Insurance II Karnal

Muthoot Finance; Karnal; On-site; INR 6,75,000 - 9,00,000; Full time

Job summary

A leading financial services company in Karnal is seeking an individual to ensure high persistence rates in insurance policies through proactive customer engagement. The role includes driving branch activation, planning sales promotions, and ensuring compliance with audit standards. Candidates should have strong skills in customer engagement and business development.

Responsibilities

• Ensure achievement and maintenance of a high persistence rate for Traditional and Health Insurance policies through proactive customer engagement.
• Drive branch activation by facilitating business development activities.
• Plan and execute sales promotion initiatives to enhance productivity.
• Ensure strict adherence to audit guidelines and regulatory requirements.
• Maintain and monitor the quality of business by ensuring accuracy in documentation.

Job description

Role & responsibilities

• Ensure achievement and maintenance of a high persistence rate for Traditional and Health Insurance policies through proactive customer engagement and retention initiatives.
• Drive branch activation by facilitating business development activities and monitoring branch-level performance.
• Plan and execute sales promotion initiatives to enhance productivity and support achievement of organizational targets.
• Ensure strict adherence to audit guidelines, regulatory requirements, and internal compliance standards.
• Maintain and monitor the quality of business by ensuring accuracy in documentation, risk assessment, and adherence to underwriting standards.