Role: Business Development Executive Insurance Vertical

Company: Finagal Multiserve LLP

Location: Narayan Peth, Pune

Department: Insurance Advisory & Risk Management

Employment Type: Full-Time

Gender Preference: Female

Experience: 13 years preferred; freshers with excellent communication and sales aptitude may also apply.

Salary Range:- 20000/- pm to 35000/-pm

About Finagal Multiserve LLP

Finagal Multiserve LLP is an insurance advisory firm dedicated to protecting individuals, families, and businesses through comprehensive insurance solutions and risk management services. Our offerings include Health, Life, Motor, Home, Corporate, Commercial, Cyber, Professional Indemnity, Solar, Marine, and other general insurance products.

We are looking for a confident, enthusiastic, and customer-focused Female Business Development Executive to expand our client base, generate new business opportunities, and build long-term client relationships.

Key Roles & Responsibilities

1. Business Development & Lead Generation

- Identify and develop new business opportunities through calls, references, networking, social media, and field visits.
- Generate leads from individuals, families, SMEs, corporates, and professional firms.
- Follow up on prospective clients and convert leads into business.
- Build and maintain a strong sales pipeline to achieve assigned business targets.

2. Insurance Sales & Advisory Support

- Understand clients' insurance requirements and recommend suitable insurance solutions.
- Promote Health, Life, Motor, Home, Commercial, Cyber, Solar, and other insurance products.
- Coordinate with the internal team and insurance companies to obtain quotations and prepare proposals.
- Explain policy features, advantages, coverage, exclusions,



and premium options accurately.
- Assist clients with policy issuance, renewals, and cross-selling opportunities.

3. Client Relationship Management

- Build and maintain strong relationships with existing and prospective clients.
- Conduct regular follow-ups for renewals, pending proposals, and customer queries.
- Ensure timely communication and a positive customer experience.
- Generate referrals and identify opportunities for additional insurance requirements.

4. Marketing & Networking

- Participate in business networking meetings, client meetings, and promotional activities.
- Support marketing campaigns, social media outreach, and lead-generation initiatives.
- Represent Finagal professionally while interacting with clients and business partners.

5. Reporting & Coordination

- Maintain accurate records of leads, client interactions, quotations, and sales in the CRM or designated tracking system.
- Submit daily activity updates and periodic sales reports.
- Coordinate with the back-office team for documentation, policy issuance, and renewals.
- Work towards monthly business targets and improve lead conversion rates.

Educational Qualifications

- Graduate in any discipline from a recognised university.
- Preferred: BBA, B.Com, B.A., B.Sc., or a degree/diploma in Marketing, Sales, or Business Management.
- Basic knowledge of MS Excel, MS Word, email,



and internet applications.
- Good English, Hindi, and Marathi communication skills.

Skills & Competencies

- Excellent verbal communication, convincing, and negotiation skills.
- Solid customer service and relationship-building abilities.
- Proactive, self-motivated, and target-oriented approach.
- Confidence in making outbound calls and conducting client meetings.
- Good follow-up, time-management, and organisational skills.
- Willingness to learn insurance products and industry practices.
- Professional attitude, honesty, and a customer-first mindset.

Preferred Experience

- Experience in insurance sales, banking, financial services, telesales, or direct sales will be an advantage.
- Knowledge of insurance renewals, lead generation, and client servicing is desirable.
- Freshers with a positive attitude and willingness to learn are welcome.

Key Performance Indicators (KPIs)

- Number of qualified leads generated.
- Client meetings and follow-ups completed.
- Conversion of enquiries into insurance policies.
- New business premium and revenue generated.
- Renewal retention and cross-selling performance.
- Quality of customer service and client relationship management.

What We Offer

- Opportunity to build a career in insurance advisory and risk management.
- Product training and professional development.
- Supportive and professional working environment.
- Performance-based incentives in addition to the agreed salary structure.
- Opportunity to grow with an expanding insurance advisory business.

Working Days & Timings
- Monday to Friday: 9:30 AM to 6:00 PM
- Saturday: 9:30 AM to 3:30 PM
- Third Saturday and Sundays: Weekly off

📌 Business Development Executive (Insurance) (Females from Pune Only)
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📍 Pune