Role & responsibilities
Generate Health, Life and Motor Insurance business.
Convert leads generated through existing clients, references and marketing campaigns.
Cross-sell insurance products to existing Mutual Fund and Equity clients.
Conduct policy reviews and identify customer requirements.
Explain policy features, perks and exclusions in a simple manner.
Coordinate with insurance companies for quotations, underwriting and policy issuance.
Assist clients during renewals, endorsements and claim support.
Maintain CRM records and daily sales activity.
Achieve monthly premium and policy targets.
Participate in Investor Awareness Programs (IAPs) and client meetings.
Build long-term client relationships through excellent service.

Preferred candidate profile Graduate in any discipline.

14 years of experience in Insurance Sales, Banking, NBFC, Broking or Financial Services.

Solid communication and relationship-building skills.

Comfortable with field meetings as well as office-based client interaction.

Basic knowledge of Health, Life and Motor Insurance products.

Positive computer knowledge (MS Excel, Word, CRM).

IRDAI certification will be an added advantage.

📌 Insurance Executive Mumbai (India)
🏢 Radds Capital
📍 India