Basic information

Position title

Department

Business

Sales Executive

FPC - Sales

Grade/Level

Location

Number of units in business

B4

Reporting

Manager

Direct Reportees

Total headcount

(Direct)

supervised

Total headcount

(Direct / Indirect)

supervised

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.

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.

Customer Relationship

Management

¢

¢

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.

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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.

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Job requirements

Qualifications

Experience

Bachelors degree in any discipline

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

S.No

1

KPI

Sales Target achievement

2

3

Persistency Ratio

Number of recent clients acquired

4

Conversion rates from leads to sales

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📌 Sales Executive (Bengaluru)
🏢 Bajaj Capital
📍 Bengaluru