-Identify & conduct daily sales calls for financial planning sessions with clients  

-Acquire customers and generate the targeted amount of premium  

-Deliver Complete Product Information to Customers  

-Monitor & fulfill prospect and customer leads provided by the company for new business or cross sell opportunity  

-Cross sell and upsell products to existing customers & build portfolios  

-Manage the relationship with customers to ensure persistency & renewals  

-Ensure adherence to all sales systems, operational, underwriting, compliance guidelines & ensure accurate data capture  

-Ensure the delivery of all S&D and financial KPI defined for the role  

-Ensure adhere to the defined sales process, AML & KYC guidelines, code of conduct & rules of the company