About BeWealthy

our Company

BeWealthy helps 1800+ retail clients and 16 corporates with their insurance needs, managing assets exceeding 28 crores in western India. With a dedicated team of 27, we earned the 2022 IRDA Corporate Agency recognition. Come, be part of the team that is building a comprehensive distribution channel for Life, Health, and Non-Life insurance solutions.

Welcome to a Company that’s among the fastest-growing financial SMs in the city.

Be part of a team that believes in shaping the lives of their clients.

A stimulating environment that nurtures your professional and personal growth.

Diversity is our strength. Race, religion, colour, caste or gender does not matter.

Opportunities

Life at BeWealthy

Open Position

Current Openings

Tele Caller

Location:
  Mumbai
Experience:
  1-2 years
Job Description

We are seeking an enthusiastic and proactive Tele-caller to join our dynamic team. As a Tele-caller, you will be responsible for making outbound calls to potential customers, introducing them to our products/services, and persuading them to make a purchase or set up an appointment. The ideal candidate should have excellent communication skills, and the ability to handle customer objections effectively

 

Responsibilities:

  • Meet and exceed weekly/monthly sales targets
  • Work towards achieving individual and team sales goals
  • Make outbound calls to potential customers using provided scripts
  • Introduce and explain company products/services to prospects.
  • Document and update customer information in the database.
  • Conduct follow-up calls to ensure customer satisfaction
  • Collaborate with the sales and marketing team

 

Perks and Benefits:

  • Best in Class CTC + Incentive (for selling & cross-selling too)
  • Opportunity to enhance professional qualification from best of the university or platforms & On the Job skilling.

 

Qualification and Education:

Bachelor’s Degree

Have experience working on similar profile

 

Key Skills:

  • Make outbound calls to potential customers using provided scripts
  • Introduce and explain company products/services to prospects
  • Achieve weekly/monthly sales targets
  • Document and update customer information in the database
  • Conduct follow-up calls to ensure customer satisfaction

·  Collaborate with the sales and marketing team

Payout Executive

Location:
  Mumbai
Experience:
  1-5 years
Job Description

Responsibilities:

  • Manage and oversee all payout processes within the organization.
  • Calculation of Rewards and Recognition
  • Maintain accurate records of all financial transactions and payouts, ensuring data integrity and compliance with auditing standards
  • Analyse payout structures to ensure fairness, competitiveness, and alignment with company goals
  • Identify opportunities for process improvement and cost optimization related to payouts.
  • Collaborate with the sales and partnership teams to calculate and process payouts to channel partners and distributors.
  • Maintain accurate records of channel partner agreements and payout terms.
  • Address any payout-related queries and disputes from channel partners on time.
  • Coordinate with various departments to establish and maintain a payout schedule for tie-up agreements and contracts.
  • Prepare and submit reports on payout activities to management and regulatory authorities as required.
  • Communicate payout changes and updates effectively to stakeholders.

 

Qualifications and Education:

  • Previous experience in insurance operations, administration, or a similar role is an advantage
  • Graduation or any other relevant degree or certification
  • Advanced Excel and basic statistics

 

Essential Attributes / Soft skills:

  • Ownership
  • Communication
  • Ability to work independently
  • Team player
  • Logical Thinking
  • Problem-Solving
  • Process Orientation
  • Self-Starter

Relationship Manager – Life Insurance

Location:
  Mumbai
Experience:
  2-4 years
Job Description

Responsibilities:

  • The candidate will be responsible for managing sales and relationships with clients, selling life insurance products for the company
  • The candidate will provide excellent customer service and ensure that clients have the necessary information to make informed decisions regarding life insurance products
  • Establish and maintain relationships with clients, both new and existing. This involves understanding client needs, offering advice, and providing solutions
  • Sell life insurance policies to clients, based on their specific needs and preferences
  • Ensure that clients are satisfied with their life insurance policies and services they receive. This involves responding promptly to client quires and complaints, and providing timely updates
  • Maintain accurate records of client interactions, sales, and other activities. This includes updating client information and ensuring that all records are up-to-date
  • Keep abreast of industry developments, including new products, regulations, and trends
  • Collaborate with other team members, to ensure that clients receive a seamless service
  • Ability to work independently and collaboratively to create Cross-sell and Upsell opportunity

 

Perks and Benefits:

  • Best in Class CTC + Incentive (for selling & cross-selling)
  • Opportunity to enhance professional qualification from best of the university or platforms & On the Job skilling

 

Qualification and Education Requirements:

  • Bachelor’s Degree and other relevant degree
  • Experience working on similar profile

 

Key Skills:

  • Minimum of 2-3 years of experience in sales, preferably in the insurance industry
  • Excellent communication and interpersonal skills, strong sales and negotiation skills, ability to work independently, and good organizational skills
  • Knowledge of the life insurance industry and products, understanding of regulatory requirements, and knowledge of sales techniques and strategies

Marketing Intern

Location:
  Mumbai
Job Description

As a Marketing Intern, you’ll actively support the marketing team with diverse tasks and projects, offering a hands-on opportunity to gain experience and contribute to the organization’s overall marketing success. Collaborating closely with professionals, you’ll gain experience in various marketing areas and valuable insights.

Responsibilities:

  • Market Research: Conduct industry research, analyze data for marketing insights, and identify opportunities
  • Content creation: Craft compelling content for various channels, ensuring alignment with brand voice and messaging with basic knowledge of Canva or Figma
  • Social Media Management: Assist in managing social media creating posts, monitoring engagement, and contributing to strategic growth
  • Campaign Support: Contribute to planning, executing, and tracking marketing campaigns across channels
  • Data analysis: Monitor campaign metrics, website analytics, and social media insights for data-driven optimization with basic knowledge of Google Analytics or any other
  • Marketing Collateral: Create and maintain consistent branding across brochures, presentations, and sales materials
  • Event Coordination: Support planning and execution of marketing events, ensuring seamless experiences
  • Administrative Tasks: Provide general support, including scheduling, file organization, calendar management, and correspondence
  • Open to learn more: Should be eager and enthusiastic to learn more stay updated with the ongoing trends and connect with a variety of consumers

 

Education & Skills Sets:

  • Currently pursuing or recently completed a degree in business, marketing, communications, or a related field
  • Knowledgeable in online marketing tools and concepts, such as social media, email campaigns, website systems, and analytics
  • Demonstrates creativity and the ability to think outside the box. A passion for developing engaging content and innovative marketing strategies
  • Strong analytical and problem-solving abilities
  • Excellent written and verbal communication skills
  • Collaborative mindset and willingness to work as a part of a team. Open to feedback and eager to learn from experienced professionals
  • Ability to manage multiple tasks and prioritize workload effectively
  • Self-motivated with a proactive approach to work. Ability to adapt to changing priorities and thrive in a fast-paced environment

 

Why work with us:

  • We are committed to providing an environment in which you can balance great work with a great life
  • Our company’s growing quickly, and we’ll give you the opportunity to do the same. You’ll have access to several professional development opportunities so that you can keep up with the company’s evolving needs
  • A multicultural and diverse team of colleagues from different states
  • An entrepreneurial crew that supports risk, intuition, and frequent experimentation
  • The opportunity to make an impact in a transformative industry

Relationship Manager – Health Insurance

Location:
  Mumbai
Experience:
  2-4 years
Job Description

Responsibilities:

  • The candidate will be responsible for managing sales and relationship aspect for health insurance products for the company.
  • Develop and implement a strategic plan to achieve sales targets for health insurance products
  • Create and maintain relationships with customers and partner to ensure customer satisfaction and retention
  • Develop and maintain a thorough knowledge of health insurance products and services offered by the company
  • Manage the sales pipeline and ensure all sales activities are properly tracked and reported
  • Stay up-to-date with industry trends and regulations related to health insurance

 

Perks and Benefits:

  • Best in Class CTC + Incentive (for selling & cross-selling)
  • Opportunity to enhance professional qualifications from best of the university or platforms & On-the-Job skilling

 

Qualification and Education:

  • Bachelor’s Degree and other relevant degree
  • Experience working in a similar role

 

Key Skills:

  • Minimum of 2-3 years of experience in sales, preferably in the insurance industry
  • Excellent communication and interpersonal skills, strong sales and negotiation skills, ability to work independently, and good organizational skills
  • Knowledge of the health insurance industry and products, understanding of regulatory requirements, and knowledge of sales techniques and strategies

Insurance Advisor

Location:
  Mumbai
Experience:
  5+ Years
Job Description

Ready to make a real impact? As an Insurance Advisor, you don’t just sell policies, you start by embracing our collective belief in GiveFirst™. You dive into the world of Insurance guidance, where assessing risks, recommending plans, and crafting personalised solutions for your clients is all in a day’s work.

Apply Now

55
56

Fill in your details to apply