Attend regular meetings held by the Bank branch management to address action plans, activities, trainings, etc
Provide the customers with superior after sale services such as but not limited to medical bookings arrangements, conducting welcome calls, reply to inquiries etc.
Handle all customer inquiries, requests and complaints to maximize customer satisfaction
Identify new sales opportunities among existing clients to boost sales through cross selling, taking referrals, etc.
Meet all business requirements in terms of accuracy and reports deadlines.
Maintain High Premium Persistency and Health renewal measures by consistent following up on his /her policies at risk and do all required retention efforts.
Responsible for his / her branch archiving system.
Follow company policies and procedures in terms of regulatory guidelines, PCI, etc
Maintain Strong relation with bank staff to ensure their cooperation through the referral process.
Introduce company’s new products to the bank staff to ensure their full awareness of all AXA products.
Achieve sales target by approaching prospect customers referred by bank staff.
Seize new opportunities and open new markets by approaching potential clients.
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