Key Responsibilities:

- Identify opportunities to cross-sell insurance products to clients, enhancing their financial security and maximizing sales potential.
- Attend regular training sessions to enhance product knowledge and improve sales techniques.
- Conduct regular visits to potential and existing clients to present our insurance and mutual fund products and address their needs.
- Actively engage with clients, explain product benefits, and persuade them to make informed decisions about their financial options.
- Identify opportunities to cross-sell insurance products to clients, enhancing their financial security and maximizing sales potential.
- Develop strategies to attract current clients through networking, referrals, and community events.
- Build and maintain strong relationships with clients,



ensuring ongoing satisfaction and loyalty.
- Stay updated on industry trends, competitor offerings, and customer preferences to refine marketing strategies.
- Work closely with sales and marketing teams to align strategies and ensure a unified approach to client acquisition.

Candidate Profile

- Strong understanding of lead generation techniques and tools.
- Communication skills, both verbal and written.
- Ability to work independently and as part of a team in a fast-paced environment.
- Goal-oriented with a strong focus on achieving and exceeding targets.
- Any Graduate or a related field is preferred.

📌 Lead Generation Intern (Mumbai)
🏢 BTW Financial Services & IMF
📍 Mumbai