Sale Executive - Vashi, Navi Mumbai, Maharashtra, India - Colin Pritams Consultancy and Multi Services

Colin Pritams Consultancy and Multi Services

Verified Company

Vashi, Navi Mumbai, Maharashtra, India

2 weeks ago

Posted by:

Deepika Kaur

beBee Recuiter

Description

The Sales Executive in Financial & Trading Insurance is a key member of the sales team responsible for generating revenue and driving growth in the financial and trading insurance sector.

The role involves identifying and pursuing new business opportunities, building strong relationships with clients, and promoting insurance products and services tailored to meet the specific needs of financial and trading organizations.

The Sales Executive will collaborate with internal teams, including underwriters and risk assessors, to provide comprehensive insurance solutions to clients in the financial and trading industries.

Key Responsibilities:

Business Development: Identify potential clients in the financial and trading sector, including banks, investment firms, trading companies, hedge funds, and other relevant businesses. Prospect and generate leads through various channels, including cold calling, networking, and referrals.
Client Relationship Management: Cultivate and maintain strong relationships with existing clients to ensure client retention and satisfaction. Understand clients' insurance needs and provide appropriate coverage solutions to address their risk exposures effectively.
Consultative Selling: Conduct indepth needs analysis and consult with clients to understand their financial and trading operations, risk management strategies, and insurance requirements. Offer tailored insurance solutions that align with their specific needs.
Insurance Product Promotion: Effectively communicate the features and benefits of insurance products and services to clients. Provide clear explanations of coverage options, policy terms, and conditions.
Quoting and

Proposal Preparation:
Prepare accurate and competitive insurance quotes and proposals based on clients' risk profiles and requirements. Present proposals to clients in a professional and persuasive manner.