Generating resource/customer Data
Explain the various Life Insurance policies to the customers
Investment options and Tax planning
Identifying the HNIs and get business from them
Do financial need analysis to the clients
Retention of existing customers.
Co ordination with operations team for issuance of policies.
Co ordination with underwriting team for quotation.
Excellent customer oriented attitude & service.
Daily update to the respective team leader/Branch Manager on the meetings.
Understanding customer needs and providing service accordingly.