Business Development Manager
4 days ago
Key Responsibilities:
- Identify and approach potential clients for life insurance and investment planning.
- Build and nurture strong, long-term client relationships.
- Regularly talk to existing clients for policy reviews and financial updates.
- Generate business from existing clients.
- Generate leads through referrals, business networks (like BNI), and digital platforms.
- Connect with HR heads, corporate offices, and associations for partnership opportunities.
- Achieve assigned monthly and quarterly sales targets.
- Design customized insurance and investment plans based on client goals.
- Represent Life N Legacy at corporate meetings, events, and business forums.
- Support branding initiatives and promotional activities to increase visibility.
- Coordinate with the operations and client service team for smooth policy servicing.
- Maintain records of leads, follow-ups, and conversions in CRM or Excel trackers.
- Report weekly progress to the management team.
- Conduct financial literacy sessions and awareness workshops.
- Ensure clients understand policy benefits, claim procedures, and renewal timelines.
- Adhere to IRDAI regulations and company compliance standards.
- Maintain confidentiality and integrity in all dealings.
Job Type: Full-time
Pay: From ₹300,000.00 per year
Experience:
- Sales: 1 year (Required)
Language:
- English (Required)
Work Location: In person
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