Sales Team Leader

HDFC

Bhawanipur, Kolkata/Calcutta

₹19,700 - ₹37,800 monthly*

Fixed

19700 - ₹25800

Average Incentives*

12,000

Earning Potential

37,800

You can earn more incentive if you perform well

Work from Office

Full Time

Any experience

Basic English

Job Details

Interview Details

Job highlights

Fast HR reply

HR responded to 100% candidates in last 1 days

40 applicants

Benefits include: Flexible Working Hours

600 fee charged by company HR

WHY? - IRDA Exam

Job Description

ob Description: As a Sales Advisor in the financial sector, specifically in insurance, you will be responsible for identifying potential clients and guiding them through the process of selecting and purchasing suitable insurance products. You’ll use your knowledge of insurance policies and financial planning to assess client needs and recommend personalized coverage plans.

Key Responsibilities:

  • Proactively seek out and engage potential clients to discuss their insurance needs.
  • Understand and explain a range of insurance products, including life, health, property, and casualty insurance.
  • Provide tailored insurance solutions based on a thorough analysis of clients' financial situations and risk profiles.
  • Build and maintain strong client relationships to ensure customer retention and satisfaction.
  • Achieve sales targets by closing deals and converting leads into clients.
  • Stay updated with industry trends, product offerings, and compliance regulations.
  • Conduct regular reviews of clients’ insurance coverage and suggest adjustments when necessary.
  • Collaborate with internal teams to ensure smooth processing of insurance applications and claims.

Requirements:

  • Proven sales experience, preferably in the financial or insurance sector.
  • Strong understanding of insurance products and services.
  • Excellent communication and negotiation skills.
  • Ability to build rapport and trust with clients.
  • Goal-oriented with a drive to meet and exceed sales targets.
  • Knowledge of financial planning principles is a plus.
  • Relevant certifications or licenses (depending on jurisdiction) may be required.


Job role

Work location

Harish Mukherjee Road Kali Puja Samity (হরিশ মূখার্জী রোড কালী পূজা সমিতি), Harish Mukherjee Road, Bhowanipore, Kolkata, West Bengal, India

Department

Sales & BD

Role / Category

Sales Management

Employment type

Full Time

Shift

Day Shift

Job requirements

Experience

Any experience

Education

Graduate

Past role/category experience

Marketing, Field Sales, Real Estate Sales, BD / Pre Sales, Sales Management, Inside Sales

English level

Basic English

Gender

Any gender

About company

Name

HDFC

Address

Harish Mukherjee Road Kali Puja Samity (হরিশ মূখার্জী রোড কালী পূজা সমিতি), Harish Mukherjee Road, Bhowanipore, Kolkata, West Bengal, India

Job posted by HDFC

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