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Senior Corporate Sales Role - BFSI (10-15 Yrs) Mumbai (BFSI Sales)

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by Updazz.com
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Job Specifications
Employment Type Full time jobs
Minimum Experience 1 yr
Job Description
We are looking for experienced professional in Strategic Planning, Sales & Marketing, Business Development, Product Management & Key Accounts Management, Client Servicing and Team Management.Responsibilities:- Generating Leads and Building Relationships: Identifying potential clients, contacting them, and building rapport to understand their insurance needs.- Understanding Client Needs: Assessing a business s risk profile and recommending the most suitable insurance policies.Customer:- Send introductory mails or letters, call for appointment before the initial meeting and send thank you note and brochure to all prospective clients after the same.- Make client lists- Visit key existing clients on a periodical basis- Get insurance policies issued in favor of the clients in coordination with the underwriting team and deliver the same to the clients- Collect premium cheque on time- Provide best possible client service with respect to all new clients by -- Coordinating with the underwriting team to get renewal notice issued and the renewals done on time- Engaging with insurance companies and coordinating with the claims team to enable settlement of claims- Give timely inputs for MIS to management- Classify potential customers into A-B-C category and implement the following action:- Cater to all requirements through close liaising with respect to A category and close- Liaise with B category to covert the leads- Maintain the C category in the database and schedule follow-up- Selling Insurance Products: Presenting insurance options, negotiating terms, and closing deals.People Growth:- Acquire product knowledge and always keep self-updated with latest variations in product offerings- Attend training sessions (external/ internal) and working on on-job assignments to implement new learning- Achieving Sales Targets: Meeting or exceeding set sales quotas and revenue goals.- Maintaining Client Relationships: Providing ongoing support, addressing inquiries, and ensuring client satisfaction.- Staying Informed: Keeping up-to-date with industry trends, new products, and regulatory changes.- Knowledge: Strong understanding of insurance products, especially those relevant to corporate clients.- Skills: Excellent communication, negotiation, and presentation skills are essential. (ref:updazz.com)

Payroll Type : Permanent
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Updazz.com (Registered since July-2017)
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