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

- Identify customer insurance needs and offer suitable retail insurance products (Health, Motor, etc.).
- Achieve monthly and quarterly sales targets.
- Cross-sell and up-sell insurance products.
- Build and maintain robust relationships with individual and small business clients.
- Provide prompt post-sales service and assistance with policy renewals, endorsements, and claims support.
- Ensure a high level of customer satisfaction and retention.
- Coordinate with underwriters and operations teams for policy issuance and servicing.
- Collect and verify documents required for policy processing.
- Ensure accurate data entry and timely reporting.
- Keep updated on insurance products, competitors,



and market trends.
- Provide feedback on product improvements and customer expectations.
- Adhere to IRDAI and company compliance guidelines.
- 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