Role & responsibilities

- Generate leads through referrals, networking, cold calling, digital leads, and other sources.

- Meet prospective customers to understand their financial goals and insurance requirements.

- Explain life insurance products, advantages, policy features, premiums, and terms clearly.

- Recommend suitable insurance plans based on customer needs and eligibility.

- Convert leads into new policy sales and achieve monthly/quarterly sales targets.

- Maintain strong relationships with existing and prospective customers.

- Follow up regularly with customers and manage the sales pipeline.

- Assist customers with the application and documentation process.

- Ensure accurate completion of KYC and other required documentation.





- Maintain records of sales activities and customer interactions.

- Follow company policies, regulatory requirements, and ethical sales practices.

- Identify opportunities for cross-selling and referrals.

Preferred candidate profile

- Excellent communication and interpersonal skills.

- Strong convincing, negotiation, and relationship-building abilities.

- Target-oriented and self-motivated approach.

- Ability to work independently and as part of a team.

- Basic knowledge of insurance and financial products is an advantage.

📌 Senior Business Development Executive (Amravati)
🏢 Sbi Life
📍 Amravati