S
SBI Life
Graduate sales trainee
Skills
CRM
2 months ago
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Important information
Contract type:
Permanent
Salary:
₹70,000 – ₹300,000 / year
Location:
Pune, Maharashtra, India
Work mode:
Onsite
Published on:
20 August 2026
What they need
Role & responsibilities
- Generate leads through referrals, networking, calls, and other channels.
- Contact prospective customers and schedule meetings.
- Understand customers financial goals and insurance requirements.
- Explain life insurance plans, benefits, premiums, terms, and coverage.
- Recommend suitable policies based on customer needs.
- Handle customer questions and objections professionally.
- Follow up with prospects and convert leads into policy sales.
- Complete application forms and ensure required documentation is collected.
- Maintain regular contact with existing customers.
- Achieve monthly and annual sales targets.
- Follow company policies and applicable insurance regulations.
- Maintain accurate records of leads, meetings, applications, and sales.
Preferred candidate profile
- Good communication and interpersonal skills
- Sales and negotiation ability
- Customer relationship management
- Persuasion and presentation skills
- Basic understanding of financial and insurance products
- Target-oriented and self-motivated approach
- Ability to work independently and as part of a team
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