Strengthen Operational delivery to maximize Agency business/ Customer acquisition.
Deliver Growth through revenue retention and generation initiatives
Collaborate with Branch Operations Team to generate Customer Leads.
Achieve target by Collaborating with Branch Operations team.
Derive new initiative through the existing customer base / new untapped market to bring new sales.
Leverage vectors to achieve targets.
Manage Customer Parameters Persistency for sales done through
Manage Product mix as agreed from time to time.
Track competition on products structure and initiatives
Compliance To ensure and function as per the guidelines laid down by Compliance Team
Build sustainable relationships and trust with existing customers through open and interactive communication
Determine clients particular needs and financial situations by scheduling factfinding appointments and determining the extent of present coverage and investments.
Ensure Segmented productbased campaigns
Follows communication procedures guidelines & policies
Keep records of field Sales Calls and Home Visits
Use appropriate solutions and upselling methods
Perform followups to ensure customer satisfaction and query resolution/ Taking References
Provide accurate valid and complete information by using the right methods/tools
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