Client Prospecting: Identify and approach potential clients for insurance and mutual fund products.
Lead Conversion: Engage leads, explain product perks, and convert them into clients.
Product Advisory: Provide personalized investment recommendations based on client profiles.
Sales Execution: Manage the complete sales cycle—from pitch to policy/mutual fund execution.
Client Onboarding: Assist clients with documentation and onboarding formalities.
Relationship Management: Build and maintain long-term relationships with clients for cross-selling and referrals.
After-Sales Support: Resolve client queries, policy updates, and mutual fund-related assistance.
Compliance Adherence: Ensure all sales processes comply with IRDAI and AMFI regulations.
Market Awareness: Stay updated on market trends, current product offerings, and competitor activity.
Sales Targets: Consistently achieve monthly/quarterly sales and support performance goals.
CRM Maintenance: Log interactions and update lead/client data in CRM tools.

📌 Sales & Support Executive New Delhi (India)
🏢 Vikas Sikri
📍 India