Responsibilities- 1. You will have the responsibility of taking complete ownership of postpayment cases assigned to you and to ensure smooth customer experience. 2. You will need to connect with the customers (call and e-mail) who havepurchased Insurance products and update them about the further process andpending requirements- collection and verification of all the documents,scheduling medicals, retention, etc 3. You will also work with different stakeholders of various Insurers (likebusiness spoc, medical TPAs, insurer ops, underwriters etc.) to get theallocated cases issued. 4. You will have to achieve monthly issuance targets at less TAT and high FTRrate. 5. You will have to work with Insurers to improve the process so as to improvethe Issuance rate, reduce TAT and increase FTR Requirements Skill Set Required: 1. You must have effective written and oral communication skills. 2. You must have basic understanding of decision making and underwriting ofInsurance products 3. You must enjoy assisting customers and pacifying difficult conversations. 4. You must be good at stakeholder management in order to process the allocatedcases. 5. You must have at least 01 year experience in Term Insurance 6. You must have basic computer and excel skills
We're looking for a Product Marketing Specialist with deep financial domain knowledge and strong writing instincts to help shape how India engages with investment products. This role sits at the intersection of marketing, product, and communication. Youll lead messaging across multiple touchpoints, from in-app journeys and CRM campaigns to product education and launches, ensuring that every piece of communication is clear, actionable, and aligned with how our users think about money. Youll be expected to bring both strategic clarity and executional depth, understanding the nuances of complex financial products and turning them into narratives that drive adoption and trust. Key Responsibilities Own product messaging across channels for key investment solutions - mutual funds, SIPs, goal-based planning, bonds, AIFs, SIF, and more. Translate complex product features into simple, user-first communication across CRM, in-app journeys, landing pages, and onboarding flows. Collaborate closely with product managers, brand, CRM, and leadership to align messaging with business goals. Work on product launches and campaigns end-to-end, from positioning and user insight to execution and iteration ensure consistency in tone, clarity, and value delivery across all marketing and product communication. Requirements Basic Qualifications 47 years in a product marketing or financial services marketing role, ideally at an AMC, private banking channel of a bank, PMS, or wealth management companies catering to HNIs and UHNIs. Proven experience working with investment or wealth products. Ability to write independently, from headlines to user journeys and onboarding communication. Comfort working with cross-functional teams in fast-paced environments. Strong understanding of investor psychology Preferred Qualifications Exposure to brand or creative strategy. Experience working on lifecycle marketing, onboarding, or funnel optimisation projects familiarity with data-driven decision-making and experimentation frameworks.
Position: Sales Specialist Position Overview: The Tele Sales Agent for Insurance and Loan Products is tasked with promoting and selling insurance policies and loan offerings via phone. This role demands exceptional communication abilities, an understanding of customer needs, and a strong sales mindset. Key Responsibilities: Outbound Calls: Initiate calls to potential clients to promote and sell insurance and loan products. Customer Needs Assessment: Identify and evaluate customer requirements to recommend appropriate products. Sales Targets: Meet individual and team sales goals. Product Knowledge: Stay informed about the latest insurance and loan products. Customer Service: Deliver outstanding customer service by addressing questions and resolving issues. Record Keeping: Keep accurate records of customer interactions. Compliance: Ensure compliance with all regulatory requirements and company policies during the sales process. Requirements Skills and Experience: Sales Experience: Demonstrated experience of 0-1 year in sales, preferably in insurance or financial products.