Direct Sales Executive(DSE)

4 weeks ago

Surendranagar, India Parikshak.ai Full time

We are looking for energetic, responsible, and self-driven Direct Sales Executives (DSE) who can manage field operations, customer visits, and premium collections for Kataria Insurance Brokers Pvt. Ltd. You will play a critical role in strengthening customer relationships, ensuring timely collections, and maintaining ground-level operational excellence. If you love being on the field, meeting customers, and taking ownership — this role is for you. Responsibilities ● Visit customers for insurance premium collection and documentation ● Conduct regular field visits , maintain daily activity reports ● Build strong relationships with existing and new policyholders ● Ensure timely follow-ups for renewals and pending premiums ● Coordinate with internal teams & managers for approvals and updates ● Share live location with reporting managers when required (for areas without a Kataria office) ● Weekly in-person visits to the office or as assigned by management ● Maintain proper records and support documentation as per process Requirements Requirements ● Minimum 1 year of field sales / outdoor work experience ● Strong communication and customer interaction skills ● Comfortable with daily field travel and customer visits ● Ability to work independently and meet collection targets ● Basic understanding of insurance processes (preferred) ● Must be reliable, responsible, and punctual ● Graduate degree (mandatory) Benefits Perks & Benefits ● Fixed CTC + high earning potential through incentives ● Chance to work with one of India’s trusted automobile & insurance networks ● Learning and growth opportunities in insurance operations ● Supportive team and structured reporting environment ● Exposure to real-world sales and customer management

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