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  • progress. Update Lead / Conversion details in Lead Management System. Ensure KYC Compliance & proper documentation for policy issuance. Update Cordys & seek prior approvals in case of deviations. Immediate clearance of rejected proposals, if any. Prepare sales executive monthly report card for all team

  • Assignment, follow up & monitor progress. Update Lead / Conversion details in Lead Management System. Ensure KYC Compliance & proper documentation for policy issuance. Update Cordys & seek prior approvals in case of deviations. Immediate clearance of rejected proposals, if any. Prepare sales executive monthly

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