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  • Setting up meetings with new clients. Researching the latest products and regulations. Assist /help SP to generate leads and log in prospective applications. Driving and motivating the branch staff along with bank SP, logging in applications sourced, through operations department. Tapping the right database of the branch and ensure authentic documentation. Build relationship with the business partners and ...

  • Work on assigned leads and generate referrals from every visit thats made to customer. Achieve sales targets as assigned by the organization month-on-month basis. Cross sell and up sell Exide Life Insurance products based on the life cycle needs of the customers and as defined by the organization. Meeting the customers to solicit insurance products based on appointments in the course of daily ...

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