Insurance and Mutual Fund Business Development Specialist

4 weeks ago


Mumbai, Maharashtra, India Snaphunt Full time

The Opportunity

We are seeking a highly skilled Sales and Lead Generation Specialist to join our team at Snaphunt. The successful candidate will be responsible for developing and implementing effective strategies to attract potential clients for insurance and mutual funds through various channels, including digital marketing, social media, referrals, and industry events.

The Role

Key Responsibilities:

  • Lead Generation: Design and execute targeted campaigns to attract potential clients and drive sales growth.
  • Client Engagement: Build and maintain strong relationships with potential clients, addressing their inquiries and scheduling consultations with sales representatives to facilitate the sales process.
  • CRM Management: Maintain accurate and up-to-date lead information in our CRM system to ensure seamless tracking, follow-up, and reporting of client interactions and sales progress.
  • Collaboration: Work closely with sales and marketing teams to align lead generation efforts with overall business objectives, ensuring a cohesive approach to client acquisition.
  • Metrics Tracking: Monitor and report on lead generation metrics, including lead quality, conversion rates, and campaign effectiveness, to assess performance and optimize strategies.
  • Market Insights: Stay informed about industry trends and best practices to continually enhance lead generation efforts and contribute to overall business growth.
  • Sales Support: Assist in the sales process by presenting insurance and mutual fund products to potential clients, ensuring they are well-informed and comfortable with their choices.
  • Goal Achievement: Work independently and as part of a team in a fast-paced environment with a strong focus on achieving and exceeding sales targets.

The Ideal Candidate

Requirements:

  • Proven understanding of lead generation techniques and tools.
  • Exceptional communication skills, both verbal and written.
  • Ability to work independently and as part of a team in a fast-paced environment.
  • Goal-oriented with a strong focus on achieving and exceeding targets.
  • Any Graduate or a related field is preferred.

About Us



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