Business Development Executive

Roles and Responsibilities:

• Generate and qualify potential leads through outbound calling and other prospecting methods.
• Promote the company's insurance products and services to prospective customers.
• Convert leads into business opportunities and achieve sales targets.
• Build and maintain long-term relationships with clients.
• Coordinate with internal teams to ensure smooth customer onboarding and policy issuance.
• Make outbound calls to potential customers and explain insurance products.
• Understand customer requirements and recommend suitable insurance solutions.
• Follow up on leads generated through various marketing and referral channels.
• Collect and verify customer documents required for quotations and policy issuance.
• Coordinate with the underwriting team to obtain quotations and policy details.
• Maintain accurate records of customer interactions in the CRM.
• Ensure timely follow-up and closure of sales opportunities.
• Achieve assigned monthly sales and revenue targets.
• Provide regular updates on sales activities and pipeline status.
• Ensure a high level of customer satisfaction throughout the sales process.

Requirements:

• Bachelor's degree in any discipline.
• 0–3 years of experience in Sales, Business Development, Telecalling, Customer Service, or Insurance.
• Strong verbal and written communication skills.
• Good negotiation and persuasion abilities.
• Basic knowledge of MS Excel, MS Word, and CRM tools.
• Ability to work in a target-driven environment.
• Strong interpersonal and relationship-building skills.
• Self-motivated, energetic, and eager to learn.
• Experience in Insurance, BFSI, BPO, or related industries will be an added advantage.