Lead generation at the time of account opening/service call being made to the customer • Establishing & strengthening relationship with Cluster head & staff to gain mind share from
them on protection and Annuity • Involvement in work site activities (putting up stalls and making presentations in corporate. • Working, engaging and connecting with HNI clients for one-on-one selling
Closing sale and following up on issuance. • Increasing banks' customer awareness about Life Insurance solutions and achieving the
targeted penetration on Annuity and protection
Drive effectively the Reward and recognition programs launched for the bank staff. • Train the bank staff regularly on the Annuity and Protection plan