Insurance Advisor

3 months ago


Mumbai, India BTW Financial Services & IMF PVT LTD Full time

BTW Financial Services & IMF PVT LTD is a Mutual Fund distributor & Insurance Service provider. BTW Financial Services and IMF Pvt Ltd is your trusted partner for a wide spectrum of financial services, encompassing insurance marketing, and the distribution of various financial products. As an Insurance Marketing Firm (IMF), we specialize in marketing and distributing insurance products, offering a diverse range of insurance options for individuals and businesses. We are dedicated to simplifying complex financial processes, providing access to insurance products, and fostering financial security and growth for all our clients.

The Role

Department: Sales/Marketing

Responsibilities:

  • Lead Generation: Develop and implement effective strategies to attract potentialclients for insurance and mutual funds through various channels, including digitalmarketing, social media, referrals, and industry events.
  • Client Engagement: Build and maintain strong relationships with potentialclients, addressing inquiries and scheduling consultations with salesrepresentatives to facilitate the sales process.
  • CRM Management: Maintain and update lead information in the CRM system toensure accurate tracking, follow-up, and reporting of client interactions and salesprogress.
  • Collaboration: Work closely with sales and marketing teams to align leadgeneration efforts with overall business objectives, ensuring a cohesive approachto client acquisition.
  • Metrics Tracking: Monitor and report on lead generation metrics, including leadquality, conversion rates, and campaign effectiveness, to assess performanceand optimize strategies.
  • Market Insights: Stay informed about industry trends and best practices tocontinually enhance lead generation efforts and contribute to overall businessgrowth.
  • Sales Support: Assist in the sales process by presenting insurance and mutualfund products to potential clients, ensuring they are well-informed andcomfortable with their choices.
  • Goal Achievement: Work independently and as part of a team in a fast-pacedenvironment with a strong focus on achieving and exceeding sales targets.

Ideal Profile

Requirements:

  • Strong understanding of lead generation techniques and tools.
  • 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.

What's on Offer?

  • Marketing & Sales

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