Key Responsibilities
- Client Relationship Management:
- Build and maintain strong relationships with existing corporate clients.
- Regularly communicate with clients via phone, email, and in-person meetings.
- Understand client needs and propose solutions that maximize value for both the client and the company.
- Sales and Upselling:
- Identify opportunities for upselling existing products or services to corporate clients.
- Present proposals, close deals, and follow up to ensure smooth implementation of the sales process.
- Client Meetings:
- Schedule and attend face-to-face meetings with corporate clients as required.
- Conduct presentations and demonstrations of products or services to enhance client engagement.
- Data Management:
- Maintain and update client information, sales activities, and pipeline management in Excel.
- Prepare sales reports, client activity reports, and sales forecasts based on data analysis.
About Company: CoverYou Insurance Broker Private Limited is a private company incorporated on 07 June 2020. It is classified as a non-government company. The directors of CoverYou Insurance Broker Private Limited are Mohit Mohan, Siddharth Singh Nirvana, Kanakamma Mohan, Deepanker Mahajan, Yogesh Khemani, Neelam Gupta, and Nimish Mahajan.