Role Overview
Pathanamthitta sits at the centre of Kerala's expanding MSME, retail, and agro-processing market, making it an active market for Business Development Executive positions with competitive salary packages.
Key Responsibilities
- Collect application forms and KYC documents, coordinate with branch/operations for policy issuance, and ensure timely follow‑up till activation.
- Maintain good relationship with existing customers for renewals, cross‑sell or up‑sell of additional policies, and basic support for claims follow‑up.
- Achieve monthly business targets set by the insurance company and submit basic daily/weekly sales reports to the manager.
- Identify and meet potential customers in the assigned area and explain life, health, motor, or general insurance products as per company portfolio.
- Generate leads through cold calls, references, field activities, and participation in local events or campaigns.
- Understand customer needs, suggest suitable policy options, and help them choose correct coverage and premium.
Candidate Profile
- Any graduate with interest in sales, marketing, or financial products; experience in insurance or banking sales will be an advantage.
- Good communication and convincing skills to explain policy features in simple language and handle basic objections.
- Comfortable with field work in Pathanamthitta, visiting customers and local businesses on a daily basis as per targets.
- Basic knowledge of using smartphone apps, WhatsApp, and email for sharing proposals, tracking leads, and coordinating with office teams.
Incentives and Growth
- Attractive incentive structure based on policy sales, renewals, and achievement of monthly/quarterly business targets.
- Opportunity to grow into Senior Business Development Executive, Team Leader, or Sales Manager roles with performance.
- Regular product and sales training from the insurance company to improve field skills and product knowledge.