Associate - Sales Support
2 days ago
**Job Title**: Associate - Sales Support
**Department**: Sales / Business Development
**Location**: Ghatlodia
**Reports to**: AVP
**Role Overview**:
The Associate - Sales Support will assist the sales and business development team in client acquisition, servicing, and back-end coordination. The role ensures smooth execution of proposals, documentation, follow-ups, and client communication, enabling the sales team to focus on closing business.
**Key Responsibilities**:
- Prepare and share quotations, proposals, and presentations in coordination with insurers and sales managers.
- Assist in preparing comparison charts, renewal trackers, and policy documents.
- Coordinate with clients for required documents, KYC, and proposal forms.
- Maintain CRM / MIS for leads, opportunities, and sales pipeline updates.
- Ensure timely follow-up with internal teams, insurers, and clients for smooth policy issuance and renewals.
- Provide after-sales support to clients including endorsements, queries, and servicing requests.
- Prepare periodic sales performance reports and dashboards.
**Key Skills & Competencies**:
- Strong coordination and organizational skills.
- Good written and verbal communication.
- Proficiency in MS Office (Excel, PowerPoint, Word) and CRM tools.
- Ability to multitask and work under deadlines.
- Detail-oriented with problem-solving attitude.
**Qualifications & Experience**:
- Graduate (preferably in Commerce/Management/Insurance).
- 1-3 years of experience in sales coordination, client servicing, or insurance broking support.
- Knowledge of general insurance products (preferred).
**Career Path**:
Opportunity to grow into Sales Executive / Business Development role or Client Servicing Specialist based on performance.
**Job Types**: Full-time, Fresher
Pay: ₹10,587.45 - ₹22,000.00 per month
**Benefits**:
- Cell phone reimbursement
Work Location: In person
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