Lead generation at the time of account opening/service call being made to the customer

Establishing & strengthening relationship with Cluster head & staff to gain mindshare from them on protection and Annuity

Involvement in work site activities (putting up stalls and making presentations in corporate.

Working, engaging and connecting with HNI clients for one on one selling

Closing sale and following up on issuance.

Increasing bank’s customer awareness about Life Insurance solutions and achieve the targeted penetration on Annuity and protection

Drive effectively the Reward and recognition programs launched for the bank staff.

Train the bank staff regularly on Annuity and Protection plan.