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UpMan Placements Private Limited · posted 6 months ago
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Key Responsibilities |
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Market Research and Sales Planning: · Gather localized market intelligence by analyzing customer behavior, competitor positioning, and client interactions to generate actionable insights. · Develop and execute the sales plan to prioritize prospects, allocate resources effectively, and align with assigned sales targets. |
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Lead Generation & Nurturing: · Generate high-quality leads through multiple channels · Engage with potential clients to understand their needs and build lasting relationships. · Maintain accurate records of all client interactions to ensure transparency and track conversion progress. |
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Sales Closure & Solutioning: · Conduct in-depth needs analysis to assess clients’ insurance requirements, risk exposures, and coverage expectations. · Review existing policies and develop tailored proposals using comparative quotes, ensuring optimal coverage, service terms, and product fit. · Negotiate pricing and finalize contracts in alignment with the agreed proposal. |
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Customer Engagement & Retention: · Maintain proactive engagement with existing clients to identify emerging needs, gather feedback, and initiate timely renewal discussions. · Monitor client escalations and collaborate with internal teams to ensure prompt resolution · Utilize customer feedback to continuously refine sales strategies, coverage recommendations, and service delivery. |
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Performance Monitoring & Improvement: · Prepare and submit periodic reports on key lead and lag measures and analyze the performance data to identify gaps and root causes. · Implement targeted improvement actions based on performance reviews and field insights. |