Inside Sales Executive - Loan & Insurance

Overview

Buddh Financial Services is seeking motivated and confident Inside Sales Executives to join its Loan & Insurance sales team at the Noida Sector 2 office. This role demands engaging prospective clients, identifying their financial product needs, and offering tailored loan and insurance options to generate qualified leads and close sales effectively.

Responsibilities

• Initiate contact with potential clients through phone and other communication methods.
• Comprehend customer needs for various loans, including Personal, Business, Home, Car, and Loan Against Property (LAP).
• Provide clear explanations of product eligibility criteria, required documentation, loan tenure, and applicable fees.
• Generate leads, conduct follow-ups consistently until deals are converted and funds disbursed.
• Maintain ongoing communication with customers and collaborate with sales teams to ensure smooth processes.
• Accurately gather customer data and documentation throughout the sales cycle.
• Assess insurance needs and recommend appropriate insurance policies.
• Detail policy benefits, coverage, exclusions, premiums, and other terms professionally to clients.
• Generate insurance leads via outbound and inbound calls and nurture strong customer relations.
• Guide customers throughout application submission and policy issuance phases.

Candidate Profile

• Experience ranging from fresher to 2 years in inside sales, telecalling, loan or insurance sales, preferably within the BFSI industry.
• Strong verbal communication skills with persuasive abilities.
• Comfortable meeting sales targets and conducting outbound calling.
• Basic proficiency with computers and MS Office suite.
• Positive mindset, discipline, and robust follow-up capabilities.
• Capable of working effectively both independently and as part of a team.

What We Provide

• Attractive fixed salary with performance incentives.
• Professional and conducive work environment.
• Comprehensive training on sales techniques and product details.
• Opportunities for professional growth within the BFSI sector.
• Exposure to a diverse range of financial and insurance solutions.
• Supportive teamwork and well-structured sales processes.