Key Responsibility Areas:

To give proper financial presentation to all walk in clients on daily basis To take 5 references from each walk in client and work towards calling them in the venue To check and collect documents from the clients and also ensure timely issuance of insurance policy To collect premium amount from the clients and timely deposit the same to Operation Executive/ Venue Manger on daily basis To provide personalized Claim Settlement Services to the clients To provide clients comprehensive financial planning advice with emphasis on L.I. And G.I. To make direct calls and generate business through referencing and corporate clients Provide proper service to clients with relation to any queries related with products offered to them To attend various training programs for development of product knowledge Ensure timely Renewal of all policies of all clients assigned and also do cross selling / upselling