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Parikshak.ai

Direct Sales Executive(DSE)

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  • Posted 4 months ago

Job Description

We are looking for energetic, responsible, and self-driven Direct Sales Executives (DSE) who can manage field operations, customer visits, and premium collections for Kataria Insurance Brokers Pvt. Ltd. You will play a critical role in strengthening customer relationships, ensuring timely collections, and maintaining ground-level operational excellence.

If you love being on the field, meeting customers, and taking ownership this role is for you.

Responsibilities

Visit customers for insurance premium collection and documentation

Conduct regular field visits, maintain daily activity reports

Build strong relationships with existing and new policyholders

Ensure timely follow-ups for renewals and pending premiums

Coordinate with internal teams & managers for approvals and updates

Share live location with reporting managers when required (for areas without a Kataria office)

Weekly in-person visits to the office or as assigned by management

Maintain proper records and support documentation as per process

Requirements

Requirements

Minimum 1 year of field sales / outdoor work experience

Strong communication and customer interaction skills

Comfortable with daily field travel and customer visits

Ability to work independently and meet collection targets

Basic understanding of insurance processes (preferred)

Must be reliable, responsible, and punctual

Graduate degree (mandatory)

Benefits

Perks & Benefits

Fixed CTC + high earning potential through incentives

Chance to work with one of India's trusted automobile & insurance networks

Learning and growth opportunities in insurance operations

Supportive team and structured reporting environment

Exposure to real-world sales and customer management

More Info

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About Company

Job ID: 133168525