Key Responsibilities
- Customer Acquisition: Proactively acquire customers through field activities, data collection, and personal references
- Product Sales & Financial Advisory: Recommend suitable products like Mutual Funds, Term Insurance, Health Insurance, and Life Insurance
- Customer Relationship Management: Build long-term relationships through regular follow-ups and post-sales support
- Referrals & Network Expansion: Leverage existing customer relationships for high-quality leads and referrals
- Adherence to Ethical Practices: Ensure recommendations align with customer requirements and suitability.