▪ Increase top of the funnel by driving periodic BTL activities to generate the prospect base through natural market, RD support & corporate worksites
▪ To contact the ‘qualified prospects’ on an ongoing basis to maximize face-to-face meetings with the prospects
▪ Adopt a need-based selling approach (basis the Financial Needs Analysis), catering to the customer’s profile and his/ her needs
▪ Rigorous & timely follow-up on all prospects that are in the work-in-progress stage
▪ Update & enrich prospect information in the Leads Management System(LMS)/VYMO
▪ Track performance at all times in the LMS/VYMO & strive to maximize process efficiency (i.e. meetings %, prospect-conversion %)
▪ Generate referrals from prospects/ customers and build own pipeline and increase the size of the funnel
▪ Assist & coordinate with the customers for the medical formalities, collection of documents etc. to facilitate smooth policy issuance
▪ Ensure that all procedural requirements for policy issuance are complete & correct
▪ Track the policies that have been logged in the branch to ensure speedy Issuance