Business Development & Sales 2. Generate leads through cold calling, references, walk-ins, and marketing campaigns.

3. Identify customer insurance needs and offer suitable retail insurance products (Health, Motor, etc.).

4. Achieve monthly and quarterly sales targets.

5. Cross-sell and up-sell insurance products.

6. Build and maintain robust relationships with individual and small business clients.

7. Provide prompt post-sales service and assistance with policy renewals, endorsements, and claims support.

8. Ensure a high level of customer satisfaction and retention.

9. Coordinate with underwriters and operations teams for policy issuance and servicing.

10. Collect and verify documents required for policy processing.

11. Ensure accurate data entry and timely reporting.

12. Keep updated on insurance products,



competitors, and market trends.

13. Provide feedback on product improvements and customer expectations.

14. Adhere to IRDAI and company compliance guidelines.

15. Maintain confidentiality and accuracy in customer records and transaction

Requirements

Minimum 1–3 years of experience in retail insurance sales / insurance broking / financial services. 3. Strong communication and negotiation skills. 4. Customer-oriented approach with problem-solving ability. 5. Basic understanding of insurance products and digital platform

Qualifications

Graduate in any discipline (MBA preferred).

📌 Retail Sales Executive (Nashik)
🏢 TestHiring
📍 Nashik