About the Position The Insurance Sales Executive is positioned within the sales division of the organization and is accountable for driving insurance sales through various channels, including banca, direct sales, and agency partnerships. This role is critical in expanding the market presence and ensuring that clients receive optimal insurance solutions tailored to their needs. Accountabilities - Develop and implement effective sales strategies to achieve targeted insurance sales goals across banca, direct, and agency channels.

- Identify potential clients and generate leads through networking, referrals, and other outreach methods.
- Conduct thorough needs analysis for clients to recommend suitable insurance products that align with their financial objectives.
- Build and maintain robust relationships with clients to foster trust and retention.
- Provide comprehensive information about products, pricing, and terms to prospective clients.
- Stay informed on industry trends, market conditions,



and competitor offerings to enhance sales strategies.
- Collaborate with internal teams to facilitate seamless client onboarding and service delivery following a sale.
- Ensure compliance with regulatory requirements and organizational policies related to insurance sales.

Skills and Experience Required - Proficient knowledge and experience in insurance sales across banca, direct, and agency methods.

- Strong communication skills for effective client interactions and relationship management.
- Ability to analyze client needs and provide customized insurance solutions.
- Demonstrated organizational skills with attention to detail in managing accounts and documentation.
- Familiarity with regulatory standards governing the insurance industry.

Industry

FinTech

Department

Operations Management / Process Analysis

📌 Insurance Sales Executive (Mumbai)
🏢 Shree Balaji Employment services
📍 Mumbai