. The candidate will be responsible for generating leads, acquiring new customers, managing client relationships, and achieving assigned sales targets while ensuring compliance with company policies and regulatory guidelines.
Key Responsibilities
Identify and develop new business opportunities for NBFC and insurance products
Promote and sell financial products such as loans, insurance policies, and related services
Build and maintain strong relationships with customers, agents, and channel partners
Generate leads through field visits, referrals, and existing networks
Meet and exceed monthly and quarterly sales targets
Conduct product presentations and explain features, benefits, and terms to customers
Assist customers with documentation, application processing, and follow-ups
Coordinate with internal teams for credit processing, underwriting, and policy issuance
Maintain accurate sales records and submit regular performance reports
Ensure compliance with regulatory, company, and industry standards
Required Skills & Competencies
Strong communication and negotiation skills
Good knowledge of NBFC products and insurance offerings
Customer-focused approach with problem-solving abilities
Ability to work independently and in a team
Basic knowledge of MS Office and CRM tools
Willingness to travel for field sales activities
Qualifications
Bachelor's degree in Business, Commerce, Finance, or a related field
Minimum
2 years of proven sales experience
in NBFC and/or Insurance sector
Key Performance Indicators (KPIs)
Achievement of sales targets
Number of new customers acquired
Customer retention and satisfaction
Quality of documentation and compliance
What We Offer
Competitive salary and performance-based incentives
Career growth opportunities
Training and skill development programs
Job Type: Full-time
Pay: ₹10,000.00 - ₹30,000.00 per month
Benefits:
Health insurance
Provident Fund
Education:
Bachelor's (Required)
Experience:
Insurance sales/NBFC: 2 years (Required)
Location:
Mangalapuram, Kerala (Preferred)
Work Location: In person
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