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Overview:
We are looking for a motivated and dynamic individual for the role of CSE in the Insurance Cross-Sell team. The ideal candidate will have prior experience in life/general insurance sales and possess a passion for driving sales and building strong customer relationships. In this role, you will be responsible for achieving individual sales targets and maintaining high levels of customer satisfaction through effective communication and relationship-building with both insurance partners and prospective customers.
Key Responsibilities:
• Drive insurance sales by interacting with insurance partners and prospective customers to meet individual sales targets.
• Work towards meeting monthly, quarterly, and yearly sales targets.
• Ensure high levels of customer satisfaction through exceptional service and timely resolution of customer queries.
• Stay updated on industry trends, product offerings, and competitive landscape to effectively pitch and close insurance sales.
• Ensure compliance to all Audit / RBI/ IRDAI regulations.
• Track individual sales performance and provide regular updates to management on progress, potential risks, and areas for improvement.
Skills and Competencies:
• Minimum 2 year of experience in insurance sales, with a proven track record of achieving sales targets.
• Good verbal and written communication skills
• Strong focus on achieving sales targets and driving personal performance.
• Excellent interpersonal skills and the ability to maintain customer relationships.
Desired Qualifications:
• Under-Graduate/ Graduate in any discipline.
• Basic Knowledge of MS Office.
• Knowledge of life & general insurance products
Eligibility typically includes the qualifications and experience outlined in the job description above, with around 0-5 Years years of relevant experience expected for this role.
The key responsibilities for this role are detailed in the Key Responsibilities section above, covering the core duties expected of a Customer Service Executive - TPP (Insurance) - Chennai - Bharathi Salai - CSE at Tata Capital.
This role requires around 0-5 Years years of relevant experience, as specified in the job listing. Please refer to the Qualifications & Experience section above for full details.
Skills relevant to this position are outlined in the Qualifications & Experience section above. In general, strong communication, domain knowledge, and the ability to meet role-specific targets are valued across similar BFSI positions.
You can apply directly using the Apply Now button on this page, which will take you to Tata Capital's application process for this role.