Key Responsibilities

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Make outbound calls to bank customers/leads provided by the bank or internal systems

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Explain and pitch life insurance products (term, savings, ULIP, retirement, etc.)

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Understand customer needs and recommend suitable insurance solutions

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Generate sales through tele-calling and close leads within defined TAT

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Coordinate with bank relationship managers/branch staff for documentation and closures

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Maintain accurate records of calls, follow-ups, and sales in CRM systems

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Ensure adherence to IRDAI guidelines, company policies, and compliance norms

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Handle customer queries and provide post-sales support as required

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Achieve daily, weekly, and monthly sales and productivity targets

Eligibility / Qualifications





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Graduate in any discipline (preferred)

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6 months to 3 years of experience in tele sales / banca sales / insurance sales

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Freshers with solid communication skills may also be considered

Skills & Competencies

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Excellent verbal communication and persuasion skills

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Customer-centric approach

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Target-driven and result-oriented mindset

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Basic knowledge of life insurance products

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Ability to build rapport with bank customers

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Comfortable working with CRM systems and MS Excel

📌 SR. CAM- Tele vertical (Lucknow)
🏢 Skywings Advisors
📍 Lucknow