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Responsible for selling insurance products, generating leads, handling customer requirements, and achieving monthly sales targets. Build strong customer relationships and coordinate with internal teams for smooth policy processing and service. You will meet clients in person and over the phone, understand their protection and savings needs, compare plans from our partner insurers, and guide them through documentation, medical checks and policy issuance. The role also covers renewals, cross-selling to existing customers, keeping the CRM up to date and sharing weekly pipeline reports with your manager. Two-wheeler and a smartphone are preferred; incentives are paid monthly on top of a fixed salary.

Lead and manage the tele-calling team, monitor daily calling activities, generate qualified leads, and ensure achievement of team targets. Train team members, track performance, and maintain strong customer engagement. You will plan daily call targets and lead lists, listen to call recordings for quality, coach callers on product pitch and objection handling, and run short morning huddles. You will also prepare daily and monthly MIS reports, coordinate with the sales and operations teams on hand-offs, and help hire and onboard new callers as the team grows.

Make outbound calls to prospective customers, explain banking and financial products, generate leads, and follow up with interested customers. Maintain call records and achieve daily and monthly calling and conversion targets.

Manage DSA sales operations with a focus on asset products, business development, channel management, and achievement of revenue targets. Develop relationships with banks and financial institutions, manage sales teams, and drive portfolio growth. You will own the asset desk for home loans, loan against property and business loans, onboard and activate new DSA partners, negotiate payout structures with lenders, and keep login-to-disbursal turnaround times on track. Regular reviews of partner productivity, file quality and rejections, along with monthly business forecasts for leadership, are a core part of the role.