Department: Direct Marketing
Reports to: Customer Relationship Manager
Purpose
To acquire and service customers directly for life insurance products, achieving business targets and ensuring excellent customer experience.
Key ResponsibilitiesSource new business through direct sales channels (self-generated & company leads)
Achieve sales, revenue & persistency targets
Conduct customer meetings to explain life insurance products & solutions
Build long-term customer relationships for repeat & referral business
Ensure adherence to IRDAI/regulatory norms & internal compliance
Must HavesGood knowledge of equity, financial, and insurance products
1-5 years' experience in sales, bancassurance, or financial services
Excellent communication & relationship skills
Qualification: Graduate in any discipline
Minimum Experience Level
0 - 4 years
Job Qualifications
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