� � Sales & Business Development Achieve and exceed targets for new business & renewals through assigned bank branches. Generate leads through branch activities and follow up for closures. Promote company products effectively within the bank network.
� � Branch Relationship Management Build excellent rapport with bank officials at the branch and cluster level. Assist bank staff in understanding product features and helping customers
� � Customer Service & Operations Ensure seamless sales support: o Help in documentation o Coordinate for medicals o Verify proposal forms o Follow up for policy issuance Support in renewal premium collections and customer servicing.
� � Brand Promotion & Activities Conduct activities such as Bima Bazaars, customer meets, and branch events. Ensure consistent visibility of the company’s brand across the cluster.
� � Reporting & Compliance Maintain daily activity reports, MIS, and performance trackers. Ensure compliance with company guidelines and regulatory norms.