09/21/2026 updated
PS
100 % available
Sales & Business Development Professional | Insurance | Relationship Management
Kanpur, India
Only remote
Bachelor of ScienceAI AgentsFinanceInternational Finance
Lead Generation & Management
Generation and management of 100+ leads monthly through targeted digital advertising campaigns, with a focus on lead quality, conversion strategy and customer acquisition in the insurance and financial products sector.
Relationship Management & CRM
Maintenance and development of customer relationships, coordination with internal teams, follow-up activities and support of application processing to ensure timely issue resolution and ongoing customer satisfaction.
Digital Marketing & SEO
Application of SEO and digital marketing techniques to generate insurance leads and support business development, including the use of targeted online advertising campaigns.
KYC & Documentation
Handling of insurance-related customer requirements, KYC processes and documentation to ensure process compliance and accurate record-keeping.
Cross-Selling & Upselling
Application of cross-selling and upselling strategies to maximize customer value and support achievement of sales targets within financial and insurance products.
Team Coordination
Coordination of a 4-member team supporting lead follow-up, customer acquisition and overall business operations.
Microsoft Office
Proficiency in MS Word, MS Excel and MS PowerPoint for business documentation, data management and presentations.
Web & Database Skills
Knowledge of HTML, CSS, web designing, SQL and Firebase for basic web and database-related tasks.
AI & Technology Tools
Familiarity with AI and AI tools, supported by a Microsoft Learn certification on getting started with AI in Azure.
Generation and management of 100+ leads monthly through targeted digital advertising campaigns, with a focus on lead quality, conversion strategy and customer acquisition in the insurance and financial products sector.
Relationship Management & CRM
Maintenance and development of customer relationships, coordination with internal teams, follow-up activities and support of application processing to ensure timely issue resolution and ongoing customer satisfaction.
Digital Marketing & SEO
Application of SEO and digital marketing techniques to generate insurance leads and support business development, including the use of targeted online advertising campaigns.
KYC & Documentation
Handling of insurance-related customer requirements, KYC processes and documentation to ensure process compliance and accurate record-keeping.
Cross-Selling & Upselling
Application of cross-selling and upselling strategies to maximize customer value and support achievement of sales targets within financial and insurance products.
Team Coordination
Coordination of a 4-member team supporting lead follow-up, customer acquisition and overall business operations.
Microsoft Office
Proficiency in MS Word, MS Excel and MS PowerPoint for business documentation, data management and presentations.
Web & Database Skills
Knowledge of HTML, CSS, web designing, SQL and Firebase for basic web and database-related tasks.
AI & Technology Tools
Familiarity with AI and AI tools, supported by a Microsoft Learn certification on getting started with AI in Azure.
Experience
Professional experience5 - 10 years
Freelancer since2019
Languages
EnglishFluentHindiNative speaker
Project history
Founded and managed an insurance lead-generation platform focused on customer acquisition. Generated insurance leads through targeted digital advertising campaigns. Managed lead follow-up, customer acquisition and coordination with insurance professionals. Focused on lead quality, conversion strategy and business development.
Generated and managed 100+ leads per month for loan and financial products. Handled approximately 50-55 customers monthly, including communication, documentation and application coordination. Worked toward a monthly target of 5-7 successful lead conversions. Coordinated a 4-member team supporting lead follow-up and customer acquisition. Maintained customer relationships and coordinated with relevant teams for timely processing and issue resolution.
Founded and managed a local food business focused on momos and quick-service food. Handled day-to-day operations, customer service, sales and local business development. Managed customer acquisition, order coordination, promotion and overall business operations.