Field Sales Executive

Direct Marketing: -direct visiting at customer places, leads will be provided by the company only. -Cold calling, Identify and approach potential customers -Meet prospective clients and understand their requirements -Present products/services and explain key benefits, financial planning -Follow up with leads and convert prospects into customers -Maintain strong client relationships and ensure customer satisfaction -Achieve monthly sales targets and maintain sales reports Banca Channel

• Work from assigned partner bank branches Life Insurance business.
• Build strong relationships with Bank RMs and branch teams, assist them with leads and customer requirements, and achieve insurance sales targets.
• Work on leads generated through the bank, explain suitable life insurance products, and coordinate with the RM to convert them into business.
• Conduct customer visits whenever required, including visiting the customer’s place along with the RM to support meetings and close the business. Agency Channel
• Partner Recruitment & Onboarding: Source, recruit, and onboard high-potential channel partners, agents, or financial consultants
• Sales Target Achievement: Drive business metrics including top-line revenue, product mix, and persistency targets through your assigned network.
• Training & Enablement: Conduct product training sessions on life and pension plans, and guide partners through regulatory licensing processes like IRDAI
• Joint Field Support: Accompany partners on client calls, conduct morning huddles, and assist with objection handling and pre/post-sales service including claims.
• Performance Tracking: Monitor partner activity levels, conduct regular reviews, and ensure full compliance with company policies and statutory regulations