About the role
Overview:
We are looking for a motivated and dynamic individual for the role of CSE in the Insurance Cross-Sell team. The ideal candidate will have prior experience in life/general insurance sales and possess a passion for driving sales and building strong customer relationships. In this role, you will be responsible for achieving individual sales targets and maintaining high levels of customer satisfaction through effective communication and relationship-building with both insurance partners and prospective customers.
Key Responsibilities:
• Drive insurance sales by interacting with insurance partners and prospective customers to meet individual sales targets.
• Work towards meeting monthly, quarterly, and yearly sales targets.
• Ensure high levels of customer satisfaction through exceptional service and timely resolution of customer queries.
• Stay updated on industry trends, product offerings, and competitive landscape to effectively pitch and close insurance sales.
• Ensure compliance to all Audit / RBI/ IRDAI regulations.
• Track individual sales performance and provide regular updates to management on progress, potential risks, and areas for improvement.
Skills and Competencies:
• Minimum 2 year of experience in insurance sales, with a proven track record of achieving sales targets.
• Good verbal and written communication skills
• Strong focus on achieving sales targets and driving personal performance.
• Excellent interpersonal skills and the ability to maintain customer relationships.
Desired Qualifications:
• Under-Graduate/ Graduate in any discipline.
• Basic Knowledge of MS Office.
• Knowledge of life & general insurance products