Sales Executive

Basic information
Position title
Department
Business
Sales Executive
FPC - Sales
Grade/Level
Location
Number of units in
business
B4
Reporting
Manager
Direct Reportees
Total headcount
(Direct)
supervised
Total headcount
(Direct / Indirect)
supervised
Job purpose
To achieve assigned sales targets by identifying potential customers, building strong relationships, and
providing multiple financial products. The role involves ensuring customer satisfaction, driving persistency,
client meetings,need analysis,plan preparation,solution providing, collaborating with other teams and
adhering to sales process guidelines to contribute to the overall profitability of the venue
Key responsibilities
Sales & Business
Development

¢
Identify and approach prospective clients through direct sales, referrals
and leads generated through market survey.
Analyze customer needs and recommend suitable financial products to
achieve their financial goals.
Pitch & promote various financial products such as Life Insurance,
Health Insurance, Mutual Funds.
¢
¢
Meets or exceed monthly, quarterly and annual sales targets.
Build and maintain strong relationships with existing and potential
customers to encourage repeat and referral business.
Provide ongoing support and after sales services to ensure customer
satisfaction.
Customer Relationship
Management
¢
¢
Handle customer queries, concerns and complaints promptly and
professionally.
Driving Persistency
¢
¢
¢
Ensure timely premium payments and policy renewals by engaging with
customers and providing reminders or support.
Proactively address customer queries or concerns to reduce policy
lapses.
Coordinate with customers to collect the relevant documents for policy
renewals.
Market Intelligence &
Product Knowledge
¢
¢
¢
Stay updated on market trends in the insurance and mutual funds
industry.
Maintain in depth knowledge of product features, benefits and
compliance requirements.
Attend regular training sessions to enhance product knowledge, selling
skills and compliance understanding.
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Compliance &
Documentation
¢
¢
¢
Ensure adherence to regulatory and organizational guidelines
during the sales process.
Maintain accurate and timely documentation of customer
interactions, sales transactions and financial advice provided.
Get Certified for required profile
Job requirements
Qualifications
Experience
Bachelors degree in any discipline
0-3 years of experience, in case of experience preferably in sales of financial
products
Functional and
Behavioral requirements
¢
¢
Strong communication, negotiation and interpersonal skills.
Ability to understand financial products and explain them effectively to
clients.
¢
Self-motivated with a result-oriented approach.
Key Performance Indicators
S.No
1
KPI
Sales Target achievement
2
3
Persistency Ratio
Number of new clients acquired
4
Conversion rates from leads to sales
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