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Job Description

Managing a portfolio of SME clients, monitoring their insurance needs, and

proactively engaging with them to ensure client satisfaction and retention. 

Developing and maintaining strong relationships with SME clients, understanding

their business needs, and providing personalized service. 

Identifying and pursuing new business opportunities within the SME sector to grow

the insurance company's client base and revenue. 

Ensuring smooth and efficient service delivery to SME clients, addressing their

queries and concerns promptly.

Managing a portfolio of SME clients, monitoring their insurance needs, and

proactively engaging with them to ensure client satisfaction and retention.

Selling insurance products and services to SMEs, as well as cross-selling other

relevant financial products offered by the company 

Working with internal teams and customer service, to facilitate seamless service

delivery to SME clients. 

Skills and Qualifications:

 Excellent communication, interpersonal, and negotiation skills. 

 Proven track record of achieving sales targets and identifying new business

opportunities. 

 Understanding of various insurance products and policies relevant to SMEs. 

 Providing customer service and building long-term relationships. 

 Well Experienced & Familiarity with the unique needs and challenges of SME

businesses. 

 Bachelor’s Degree.

About the job

Job Description

Managing a portfolio of SME clients, monitoring their insurance needs, and proactively engaging with them to ensure client satisfaction and retention. 

Developing and maintaining strong relationships with SME clients, understanding their business needs, and providing personalized service. 

Identifying and pursuing new business opportunities within the SME sector to grow the insurance company & client base and revenue. 

Ensuring smooth and efficient service delivery to SME clients, addressing their queries and concerns promptly.

Managing a portfolio of SME clients, monitoring their insurance needs, and proactively engaging with them to ensure client satisfaction and retention.

Selling insurance products and services to SMEs, as well as cross-selling other relevant financial products offered by the company 

Working with internal teams and customer service, to facilitate seamless service

delivery to SME clients. 

Skills And Qualifications

 Excellent communication, interpersonal, and negotiation skills.

 Proven track record of achieving sales targets and identifying new business opportunities.

 Understanding of various insurance products and policies relevant to SMEs.

 Providing customer service and building long-term relationships.

 Well Experienced & Familiarity with the unique needs and challenges of SME businesses.

 Bachelor’s Degree.

Individual Contributor Role

• Responsible for handling the direct sale (Field Sales) at the prospects site.

• 100% on field B2C sales Area- PAN Mumbai Navi Mumbai- Western, Central and Harbor

• Generation/ souring of prospects appointments for the sales.

• End to End Sales Profile- Generation of leads through Cold calling (Open Market), Scheduling Appointments with Prospect, personally meeting them and closing the sale.

• Effective delivery of the sales presentations at the prospects at his location.

• Handling the direct meetings, exhibition sales, web leads etc.

• Handling the HFRP (Happy Family Reference Programmes)

• Capable to handle the customer issues/ escalations effectively

• Good in the B2C sale that's to say CDSO (Customer Direct Sales Officer) profile