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SME Sales

Pooja shree's profile picture
Posted by Pooja shree
2 - 4 yrs
₹3L - ₹6L / yr
Delhi
Skills
Field Sales
Effective communication

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
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Shubham Vishwakarma

Full Stack Developer - Averlon
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