• Existing Customer data tagged with Relationship manager, Generate leads from database and Walk In customers any customer given appointment than he visit their Home/Office
Responsibilities
• Developing an effective strategy to attract clients.Â
• Building a strong relationship with the new and existing clients.Â
• Educating clients about the life insurance policies.
• Advising the clients on life insurance policy .Â
• Communicating with the clients and maintaining a good rapport with them.Â
• Answering questions of the client based on life insurance policies.Â
• Identifying the risk involvements based on the client's requirements.Â
• Maintaining clients records on a monthly basis.Â
• Preparing and presenting reports for the higher authorities.Â
• Handling insurance policies renewals.Â
• Expanding clients base by communicating with the clients.Â
• Staying abreast of the latest trends in the insurance industry.Â