Marketing Sales Telecaller

About the Company:

Bajaj Capital Insurance Broking Ltd. is a part of Bajaj Capital Group, one of India's premier investment advisory firms. They offer a wide range of insurance products and services, catering to individual and corporate clients. Their services include insurance broking for life, health, and general insurance. They focus on providing tailored insurance solutions to meet the diverse needs of their customers, ensuring comprehensive financial protection.

Roles and Responsibilities:

1. Sr Dso/Survey Intern (no sales target)

• To conduct various below the line activities for lead generation (like petrol pump activity, School drawing competition & door to door activity etc
• To meet clients and convince them to fill company coupons as per company pitch
• Enter generated lead in to the online data base of company
• Share lead generated MIS with survey supervisor on daily basis.

2. Trainee Interns/Client Relationship(Branch Sales)

• To meet incoming venue clients and analyze their financial planning needs.
• To present financial product presentation to clients based on their requirement and suggest best product and convince client on same.
• To collect policy related documents and cheque from clients and submit same to venue in charge.
• To develop and maintain good relationship with Clients and provide best services after sales i.e. claim settlement etc.
• To cross sell and up sell financial products to existing customer.

3. Telecaller Intern/CCO (Tele Calling Out Bound) No field Job, No Sales Job

• To generate leads by making outbound calls
• To manage leads properly i.e. all hot leads generated for insurance center and direct calls shall be passed on to the venue manager and follow up regularly until the conversion.
• To generate MIS as to number of leads generated, appointment and conversions.
• To inform prospective clients about our company and the presentation program.
• Good communication skill