amIT Global solution

Role Summary:

We are seeking a motivated TERRITORY SALES ASSOCIATE to engage with healthcare professionals, primarily

doctors, and schedule software demonstration appointments. The role requires an understanding of our

software solutions and the ability to effectively communicate the benefits to healthcare providers.

Key Responsibilities:

• Conduct field visits to healthcare professionals, clinics, and hospitals to introduce MocDoc's software
• solutions.
• Schedule and manage appointments with doctors to set up product demos.
• Build and maintain strong relationships with potential clients.
• Work closely with the sales and technical team to ensure successful demos.
• Identify opportunities to educate healthcare providers on the advantages of our software.
• Achieve daily, weekly, and monthly targets for appointments and demos.
• Requirements:
• Proven experience in field sales or a similar role (experience in healthcare or software sales is a plus).
• Strong communication and interpersonal skills.
• Ability to understand and explain technical features of software applications.
• Highly motivated, self-driven, and goal-oriented.
• Willingness to travel within the assigned territory.

Benefits:

• Competitive salary and performance-based appraisal.
• Opportunity to work with a growing healthcare technology company.
• Professional development and career growth.

Job description:

• Will be responsible for acquiring preferred clients (HNI/Ultra HNI).

• To maintain client relationships and generate AUM (Assets Under Management) from preferred clients

• To advise HNI/Ultra HNI clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients

• To coordinate with product and research team for taking investment decision for the clients.

• To conduct and assist in organizing seminars, workshops and other business development activities.

• To achieve budgeted targets in terms of number of clients/volume of business & assets

.

• To research, investigate and update themselves on available investment.

• To contact clients periodically and determine if they are satisfied with the service

• To review the clients investment needs to determine whether market changes, life changes, economic changes, or financial performance indicate a need for portfolio reassessment.

• Key products to be handled are - Portfolio Management Services, Model Portfolio, Mutual Funds, Insurance, Bonds, Trading Equity, and Commodities & Currency

Qualification:

• CFP / CFA / MBA in Finance / Marketing

Experience:

• 5+ year experience in financial services/ Broking Company and Insurance sector

Key Skills:

• Should be an individual performer
• Handling a reasonable book size
• Pleasant personality and good communication skills.

Functional Area:

• Marketing

Job Description:

Should be from broking industry and should have experience in on field sales.

Key Responsibilities:

• Acquisition of Point of Sales Persons (POSPs) / Associates.
• Identify the needs of POSPs / Associates and suggest suitable insurance products and payout rates from different insurers.
• Provide joint call support to POSPs along with direct sales exposure.
• Achieve individual business targets aligned with POSP acquisition and activation goals.
• Manage customer relationships effectively.
• Impart product training to POSPs acquired.
• Stay updated with developments in:
• Insurance products and services
• Company policies and procedures
• Sales processes

Required Skills and Attributes:

• Logical and analytical approach to sales
• Strong convincing and persuasion skills
• Knowledge of Life, General, and Health Insurance products
• Relationship-oriented with high energy levels
• Client-centric mindset
• Analytical thinking with a solution-oriented approach

Qualification:

•            Graduate

Key Skills:

•            Good communication skills

•            Strong analytical skills

•            Customer orientation

Functional Area:

•            Sales

Job Description:

• Meeting with corporate /institutional customers and assessing their insurance requirements, capture key demographics and present them with viable proposals.

• Network and engage with CFO/HR heads and other key decision-makers in the company

• Develop, maintain and retain excellent relationship with clients.

• Achieve revenue targets

• Ensure client Acquisition and help in increasing the revenue for the company with new business and cross sell opportunities

• Prepare client Road Map for the Upcoming corporate Renewal in the General Insurance Business

• Interacting with client to gather the required set of information to offer best insurance program to corporate

• Understanding the business process of the client and suggesting the proper insurance policies along with value added cover

• Handling corporate client in direct channel /Agency channel for General Insurance.

• Report daily MIS and tracking of targets & personal meeting with clients. He/she shall keep up breast of the latest developments & report to the Products/

• Quotes team of the upcoming client requirements to innovate the

product/service mix

• Ensure end-to end single point service for the customer, to win and maintain his trust

• Maintain effective documentation of the leads generated and customers acquired/ serviced and share MIS To regularly enter data in the software for capturing leads, customer contacted, servicing done, etc.

• Maintain MIS on key performance indicators

Requirements and skills

• Relevant Experience in SME insurance product
• Strong track record in direct/agency channel sales
• Excellent interpersonal & negotiation skills
• Sense of ownership and pride in your performance and its impact on company’s success
• Critical thinker and problem-solving skills
• Team player and good me-management skills
• Hold minimum of 2 to 4 year of experience in B2B Sales preferably from Insurance Industry.
• Graduate in any stream

Job Description:

• Suggesting the client proper covers/policies to cover the Risk Gaps, preparation of Quote/Broking slip.

• Access risk factor to determine coverage, eligibility, premium pricing & Policy terms

• Use underwriting guideline, rating manuals & industry standard to make informed decisions.

• Negotiate with various Insurer on discounts as well as competitive terms as per insured trade

• Making Placement Slips and float in Market for arranging competitive quotes from various insurer for all line of business i.e., Property, Marine,

• Engineering., Employee Benefit Etc.

• Handle PRE (working on RAW DATA) & POST - Placement Servicing for allotted client

• Quality check after policy placement (After placement of policy with insurer for cross check all the terms and conditions as per the approved RFQ)

• Analysis of Risk Gaps if any under current insurance program & preparation of Portfolio Review report.

• Prepare reports of all Placements & RFQ

Requirements and skills:

• Strong analytical and critical thinking skills
• Communication and interpersonal abilities
• Attention to detail and a high level of accuracy
• Knowledge of insurance principles, underwriting guidelines, and risk assessment
• Experience with an insurance broking company is added advantage
• Bachelor's degree in Finance, Business, or related field
• 3 + years of work experience with insurance underwriting

Job description:

• Will be responsible for acquiring preferred clients (HNI/Ultra HNI).

• To maintain client relationships and generate AUM (Assets Under Management) from preferred clients

• To advise HNI/Ultra HNI clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients

• To coordinate with product and research team for taking investment decision for the clients.

• To conduct and assist in organizing seminars, workshops and other business development activities.

• To achieve budgeted targets in terms of number of clients/volume of business & assets

.

• To research, investigate and update themselves on available investment.

• To contact clients periodically and determine if they are satisfied with the service

• To review the clients investment needs to determine whether market changes, life changes, economic changes, or financial performance indicate a need for portfolio reassessment.

• Key products to be handled are - Portfolio Management Services, Model Portfolio, Mutual Funds, Insurance, Bonds, Trading Equity, and Commodities & Currency

Qualification:

• CFP / CFA / MBA in Finance / Marketing

Experience:

• 5+ year experience in financial services/ Broking Company and Insurance sector

Key Skills:

• Should be an individual performer
• Handling a reasonable book size
• Pleasant personality and good communication skills.

Functional Area:

• Marketing

Job description:

•  New client acquisition, building new relationships and increasing depth in existing relationships with clients.

•  Selling online broking accounts- Demat account, trading account.

•  Identifying customer needs, assessing their appetite and providing them investment options.

• Cross selling of financial products like Mutual Fund, Insurance, Bonds, etc.

• Achieving targets as assigned by the organization on a monthly basis.

• Migrating offline clients to do online trading.

• Regular updates to the immediate superior as a when required.

Qualification:

·        Graduate

Experience:

·        2-5 Years

Key Skills:

·        Good communication skills

·        Strong analytical skills

·        Customer orientation

Functional Area:

·        Sales