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Department: Direct Marketing
Reports to: Customer Relationship Manager
Purpose
To acquire and service customers directly for life insurance products, achieving business targets and ensuring excellent customer experience.
Key Responsibilities
· Source new business through direct sales channels (self-generated & company leads)
· Achieve sales, revenue & persistency targets
· Conduct customer meetings to explain life insurance products & solutions
· Build long-term customer relationships for repeat & referral business
· Ensure adherence to IRDAI/regulatory norms & internal compliance
Must Haves
· Good knowledge of equity, financial, and insurance products
· 1–5 years’ experience in sales, bancassurance, or financial services
· Excellent communication & relationship skills
Qualification: Graduate in any discipline
0 - 4 years