 Make prompt entries in CRM and / or back office of the businesses / activities done.

 Contribute to branch promotional activities to enhance visibility and engagement.

 Educate potential prospects about the insurance product.

 Ensure the maintenance and growth of Assets under Management (AUM) within the branch.

 Maintain consistent communication with clients who are mapped to him/her via telephone calls and in-person meetings.

 Advocate for investments in Insurance products, and any other products which may be launched in the future based on the needs of the customer.

 Expand the customer base by actively prospecting for new clients through diverse methods including cold-calling, appointment scheduling, and harnessing references/leads.

Pay: ₹25,000.00 - ₹35,000.00 per month

Perks:

- Cell phone reimbursement
- Leave encashment
- Life insurance
- Paid sick time
- Provident Fund

Education:

- Bachelor's (Required)

Experience:

- Insurance sales: 2 years (Required)

License/Certification:

- IRDA Licence (Required)

Work Location: In person

📌 Insurance Executive (India)
🏢 Geojit Financial Services
📍 India