Establishing & strengthening relationship with Bank branch manager & staffs to gain leads

- Prospecting & meeting walk in customers of the Bank and conducting Quick Need Analysis

- Increasing bank's customer awareness about Life Insurance products and achieve the targeted penetration on cross sell within the branch's customer base.

- Creating awareness and motivate bank employee store commend life insurance products to bank customers.

- Delivering consistently on Goal Sheet parameters

- Ensure compliance to internal sales process & other defined sales & service standards