1. Lead Management:
- Identify and manage leads generated through various channels (digital, referrals, inbound inquiries).
- Effectively communicate with potential clients, understanding their health insurance needs and recommending suitable products.
2. Client Conversion:
- Convert leads into successful sales by providing personalized advice and excellent customer service.
- Address customer queries and concerns promptly to ensure a smooth buying process.
3. Relationship Building:
- Build and maintain relationships with both new and existing clients.
- Ensure a high level of customer satisfaction to encourage referrals and repeat business.
4. Client Engagement:
- Connect with upcoming clients through scheduled meetings, follow-ups, and consultations to keep them informed about insurance products.
5. Market Knowledge:
- Stay updated with the latest trends, regulations, and products in the health insurance industry in India.
- Analyze market competition and ensure that the company's offerings are competitive and relevant.
2. available in working hours from 9:30 am to 5:30 pm.
Salary
Duration:
Salary during probation:
After probation:
Annual CTC: ₹ 2,50,000 - 5,00,000 /year
Number of openings
4
About SD Wealth Solution
SD Wealth Solution is your trusted partner in navigating the complex world of finance. Established with the mission to empower individuals and businesses, we provide expert financial assistance across a diverse range of services including finance, insurance, real estate, and business services. At SD Wealth Solution, we are dedicated to offering tailored solutions that meet your unique financial needs, ensuring your wealth is managed, protected, and grown effectively.
Our expertise spans multiple sectors, enabling us to provide insightful advice and effective solutions. We pride ourselves on our client-centric approach, ensuring that each of our clients receives personalized attention and strategies that align with their financial goals.
