Insurance Sales Executive

1️⃣ Job Description – CASA Sales OfficerCompany: AU Small Finance Bank

Role: CASA Sales Executive

CTC: 2.5 – 4 LPA

Experience: Fresher / 6 months+

• Key ResponsibilitiesAcquire new Current Account (CA) & Savings Account (SA) customers.
• Generate leads through field visits, cold calling, and references.
• Build and maintain strong customer relationships.
• Cross-sell banking products like FD, RD, Insurance, Loans.
• Ensure completion of KYC & account opening documentation.
• Achieve monthly CASA targets.
• Skills RequiredGood communication & sales skills
• Field work willingness
• Target-oriented mindset

2️⃣ Job Description – HL / LAP Sales ExecutiveCompany: AU Small Finance Bank

Role: Sales Executive – Home Loan / LAP

CTC: 2.5 – 5 LPA

Experience: 6 months – 3 years

• Key ResponsibilitiesSource business for Home Loan & Loan Against Property (LAP).
• Develop channels via DSA, builders, brokers, connectors.
• Guide customers on loan eligibility & documentation.
• Coordinate with credit team for loan processing.
• Maintain relationships with real estate partners.
• Achieve disbursement and login targets.
• Skills RequiredStrong networking skills
• Knowledge of mortgage products
• Field sales experience

3️⃣ Job Description – Life Insurance Sales OfficerCompany: HDFC Life

Role: Direct Channel Sales Officer

CTC: 2 – 4 LPA + Incentives

Experience: Fresher / 6 months+

• Key ResponsibilitiesSell life insurance policies directly to customers.
• Generate leads through field work, references, campaigns.
• Explain policy benefits and financial planning solutions.
• Achieve monthly premium targets.
• Provide after-sales service & relationship management.
• Skills RequiredConvincing & communication skills
• Sales-driven attitude
• Customer handling ability

4️⃣ Job Description – Life Insurance Sales ExecutiveCompany: RM Insurance

Role: Direct Channel Sales Executive

CTC: 2 – 3.5 LPA + Incentives

Experience: Fresher / 6 months+

• Key ResponsibilitiesPromote and sell life insurance products.
• Generate leads through field visits and references.
• Meet clients and explain insurance plans.
• Achieve sales targets and maintain pipeline.
• Ensure policy renewals and customer satisfaction.
• Skills RequiredGood communication skills
• Basic sales knowledge
• Relationship building