RM-Health AND MOTOR Insurance, Retail Vertical.

Job Title: Insurance Sales Executive/Manager Direct Channel (Retail Vertical)
Location: Guwahati
Roles and Responsibilities:
1. Sales and Business Development
• Identify potential customers and generate leads for health and motor insurance through direct
channels (personal contacts, walk-ins, corporate camps, etc.).
• Actively pitch insurance products to individuals and retail customers to achieve monthly sales
targets.
• Organize and participate in sales campaigns, kiosks, and promotional events for customer
acquisition.
• Maintain a robust sales pipeline and focus on conversion rates.
2. Customer Relationship Management (CRM)
• Build and nurture strong relationships with existing and new customers to ensure long-term
retention.
• Provide guidance to customers in selecting suitable insurance policies tailored to their specific needs.
• Educate customers about product features, benefits, exclusions, and terms to build trust and avoid
miscommunication.
3. Policy Issuance and Documentation
• Facilitate smooth documentation for policy issuance, ensuring accurate and timely submissions.
• Assist customers in claim processing, renewals, endorsements, and modifications in policies as
required.
4. Market Research and Competitor Analysis
• Stay updated with market trends, competitor strategies, and customer preferences in the Nagpur
region.
• Provide feedback to the management on customer needs and market opportunities to improve
product offerings.
5. Cross-Selling and Upselling
• Promote cross-selling by introducing health insurance to motor insurance clients and vice versa.
• Identify opportunities to upsell higher-value policies or riders for better customer coverage.
6. Compliance and Reporting
• Ensure adherence to IRDAI guidelines and company policies for ethical selling.
• Maintain daily activity reports, sales records, and customer databases for transparency and
operational efficiency.
• Handle escalations and grievances with prompt resolution, ensuring customer satisfaction.
7. Training and Development
• Stay updated on product knowledge, new launches, and process changes through regular training sessions.

• Share insights and learning with peers to contribute to overall team development.
  Key Skills and Qualifications:
  • Education: Graduate in any discipline (preferably Commerce/Marketing).
  • Experience: 1-3 years in insurance sales (direct channel experience preferred).
  • Skills: Strong communication, negotiation, and interpersonal skills.
  • Local Knowledge: Familiarity with the Nagpur market and its customer base is an advantage.
  This structure provides a balance of operational, sales, and customer-focused responsibilities, tailored to the
  direct retail channel's nature of business.