Identify potential clients through networking, referrals, and market research.
Develop and nurture strong, trust-based relationships with both new and existing customers.
Conduct regular meetings, follow-ups, and reviews to understand clients’ financial goals and risk profiles.
Act as the primary point of contact for all client-related matters.
Acquire and manage clients to achieve sales targets.
Understand customer needs and recommend suitable insurance/investment solutions.
Handle client queries, renewals, and service requests.
Ensure compliance with company and regulatory standards.
Prepare regular sales and activity reports.