Job Description

Manage and maintain the existing client database effectively Ensure timely renewal follow-ups, policy servicing, and endorsements Address client queries related to policies, claims, and documentation Build long-term relationships with individual and corporate clients Cross-sell and up-sell insurance products to existing clients Visit

Banks, Chartered Accountants (CAs), and financial consultants

to generate new business leads Develop and maintain strong relationships with banking partners and CA firms Convert leads into policies and ensure proper onboarding Identify new business opportunities and strategic partnerships
Sales & Target Achievement

Achieve monthly and annual sales targets Promote life, general, and health insurance products as per company focus Prepare and submit sales reports, MIS, and pipeline updates
Coordination & Compliance

Coordinate with internal underwriting and operations teams Ensure all documentation and KYC compliance is completed accurately Assist clients during claim processes and follow-ups
Job Types: Full-time, Fresher

Pay: ?30,000.00 - ?45,000.00 per month

Benefits:

Cell phone reimbursement Health insurance Provident Fund
Work Location: In person