01Overview
Roles and Responsibilities :-Strengthen Operational delivery to maximize Agency business/ Customer acquisition. Deliver Growth through revenue retention and generation initiativesCollaborate with Branch Operations Team to generate Customer Leads.Achieve target by Collaborating with Branch Operations team.Derive new initiative through the existing customer base / new untapped market to bring new sales.Leverage vectors to achieve targets.Manage Customer Parameters Persistency for sales done throughManage Product mix as agreed from time to time.Track competition on products, structure, and initiativesCompliance To ensure and function as per the guidelines laid down by Compliance TeamBuild sustainable relationships and trust with existing customers through open and interactive communicationDetermine clients particular needs and financial situations by scheduling fact-finding appointments and determining the extent of present coverage and investments.Ensure Segmented product-based campaignsFollows communication procedures, guidelines & policiesKeep records of field Sales Calls and Home VisitsUse appropriate solutions and up-selling methodsPerform follow-ups to ensure customer satisfaction and query resolution/ Taking ReferencesProvide accurate, valid, and complete information by using the right methods/tools .
