Business Development

2 days ago

Jaipur, Rajasthan, India Upgradx Full time ₹ 30,00,000 - ₹ 60,00,000 per year

Selected Intern's Day-to-day Responsibilities Include

  • Lead Calling: Call potential customers from the provided database or digital leads (from Meta, Google Ads, etc.) to introduce different insurance products (health, life, or motor insurance).
  • Explaining Products: Clearly explain the benefits, coverage, premiums, and claim process of different insurance plans in simple language.
  • Understanding Customer Needs: Ask the right questions to identify what kind of insurance suits the customer — e.g., health vs. term vs. motor.
  • Handling Objections: Address customer doubts such as price concerns, coverage confusion, or company trust issues confidently and politely.
  • Follow-Ups: Regularly follow up with interested leads until conversion or closure.
  • Recording Interactions: Update call details, status, and remarks in CRM or Excel — such as "Interested," "Call Back Later," "Not Interested," "Converted," etc.
  • Appointment Scheduling: Fix meetings with customers who show strong interest over the call.
  • On-Site Consultation: Visit the client's home, office, or business place to present plan options and explain benefits face-to-face.
  • Documentation Assistance: Help customers fill out proposal forms, KYC documents, and premium payment forms correctly.
  • Relationship Building: Maintain a professional yet friendly approach to gain customer trust for future renewals or referrals.
  • Cross-Selling: Once a relationship is built, introduce additional insurance products such as health add-ons, term plans, or accident covers.
  • Daily Report Submission: Share a short end-of-day (EOD) report with the manager — including calls made, meetings done, leads generated, and conversions achieved.
  • Data Entry & Updates: Maintain lead data in CRM or Google Sheets to ensure no lead is missed.
  • Team Coordination: Coordinate with the senior BDE or manager for approvals, plan comparisons, or claim-related queries.
  • Campaign Feedback: Provide real feedback from customers — like what offers or plans they prefer — to help improve future campaigns.

About Company: Upgradx is a multi-disciplinary digital marketing agency and an organization that helps students to upgrade their practical knowledge by providing them internships. The objective of the company is to develop strong and innovative strategies to promote the business brand, products, and services. Upgradx helps companies meet their on-demand work requirements through our experienced team and resources.

Through Upgradx companies can meet their requirements of content creation, WhatsApp marketing, user acquisition, campus marketing, influencer marketing, social media engagement, data entry, transcription, merchant onboarding, field operations, vendor acquisition, account management, online survey, mystery auditing, market research, data collection, on-field surveys, product sampling, online reputation management, lead generation, geo-tagging, identity verification, telephonic customer support, screening resources and much more.

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