- Manage customer relationships through regular visits to their homes, ensuring high levels of satisfaction and retention.
- Identify new business opportunities by visiting potential customers and acquiring new clients for various financial products such as credit cards, insurance sales, and field jobs.
- Develop strong understanding of client needs and preferences to provide tailored solutions that meet their requirements.
- Collaborate with internal teams to resolve issues related to product delivery or service quality.
- Maintain accurate records of customer interactions using CRM software.
Desired Candidate Profile
- 1-4 years of experience in BFSI sales or a similar industry.
- Solid communication skills with ability to build rapport with customers at all levels.
- Proficiency in using technology-based tools for data analysis and reporting purposes (e.g., Excel).
- Willingness to travel frequently within assigned territories for fieldwork.
📌 Field Sales Executive (New Delhi)
🏢 Policybazaar Insurance Brokers Private
📍 New Delhi
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