Customer Sales Executive

Key Responsibilities

• Contact prospective customers through assigned leads (inbound / outbound calling) and explain insurance products clearly

• Understand customer requirements and recommend the most suitable Health, Motor, or Life Insurance plans

• Achieve daily, weekly, and monthly sales targets as set by the team leader

• Maintain accurate records of customer interactions, follow-ups, and policy conversions in the CRM system

• Handle customer objections effectively and build trust through product knowledge and honest communication

• Coordinate with the operations team to ensure smooth policy issuance and documentation

• Follow up with prospects who have shown interest but have not yet converted

• Stay updated on RGL's insurance product portfolio, pricing, and competitor offerings

• Attend daily team briefings, training sessions, and performance review meetings

Products You Will Sell

• Health Insurance

– Individual health plans, family floater plans, top-up policies

– Mediclaim, critical illness, OPD covers

• Motor Insurance

– Two-wheeler and four-wheeler insurance (Third-party + Comprehensive)

– Policy renewal, add-on covers, zero depreciation

• Life Insurance

– Term life, endowment, ULIP, and savings-linked plans

– Pure protection and investment-cum-insurance products

Required Skills & Competencies

• Good verbal communication in Hindi and / English — mandatory

• Confident, persuasive, and customer-friendly approach

• Basic understanding of insurance concepts (training will be provided)

• Target-oriented mindset with self-motivation

• Basic computer / smartphone literacy for CRM data entry

• Ability to handle rejection positively and persist with follow-ups

• Punctual, disciplined, and team-player attitude

Eligibility Criteria

• Qualification - Minimum 12th Pass (HSC) — Any Stream / Board
• Experience - Fresher ( 0 Years — No experience required; full training provided) to 2 years Experience
• Age - 18 – 40 Years Preferred
• Language- malyalam , english , bengali, kannada , Hindi + Marathi preferred
• Location- Thane west