Company Name: Bajaj Capital Insurance Broking Ltd

Website: https://www.bajajcapitalinsurance.com/

About

Bajaj Capital Insurance Broking Limited (BCIBL) is an IRDAI-licensed insurance broker and part of the Bajaj Capital Group. Established in insurance broking since 2004, the company offers a wide range of life and general insurance solutions, including health, term life, motor, travel, pet, and commercial insurance. BCIBL focuses on helping customers compare insurance options, make informed choices, and access advisory and claims support through its digital platform and nationwide presence.

Position title: Sales Executive

Grade/Level: B4

Department: FPC - Sales

Salary (Intern): 15k to 22K+ Huge Performance Incentive

Type of Job: Inhouse Sales

Job purpose To achieve assigned sales targets by identifying potential customers, building strong relationships, and providing multiple financial products. The role involves ensuring customer satisfaction, driving persistency,

client meetings,need analysis,plan preparation,solution providing, collaborating with other teams and adhering to sales process guidelines to contribute to the overall profitability of the venue.

Key responsibilities

Sales & Business Development

- Identify and approach prospective clients through direct sales, referrals and leads generated through market survey.
- Analyze customer needs and recommend suitable financial products to achieve their financial goals.
- Pitch & promote various financial products such as Life Insurance, Health Insurance, Mutual Funds.
- Meets or exceed monthly, quarterly and annual sales targets.

Customer Relationship Management





- Build and maintain strong relationships with existing and potential customers to encourage repeat and referral business.
- Provide ongoing support and after sales services to ensure customer satisfaction.
- Handle customer queries, concerns and complaints promptly and professionally.

Driving Persistency

- Ensure timely premium payments and policy renewals by engaging with customers and providing reminders or support.
- Proactively address customer queries or concerns to reduce policy lapses.
- Coordinate with customers to collect the relevant documents for policy renewals.

Market Intelligence & Product Knowledge

- Stay updated on market trends in the insurance and mutual funds industry.
- Maintain in depth knowledge of product features, benefits and compliance requirements.
- Attend regular training sessions to enhance product knowledge, selling skills and compliance understanding.

Compliance & Documentation

- Ensure adherence to regulatory and organizational guidelines during the sales process.
- Maintain accurate and timely documentation of customer interactions, sales transactions and financial advice provided.
- Get Certified for required profile

Job Requirements Qualifications: Bachelor's degree in any discipline

Experience: 0-3 years of experience, in case of experience preferably in sales of financial products

Functional and Behavioral requirements

- Strong communication, negotiation and interpersonal skills.
- Ability to understand financial products and explain them effectively to clients.
- Self-motivated with a result-oriented approach.

Key Performance Indicators

1. Sales Target achievement
2. Persistency Ratio
3. Number of recent clients acquired
4. Conversion rates from leads to sales

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