Customer Relationship Management
Maintain good relationships with existing and new customers.
Understand customer needs, financial goals, and requirements.
Handle customer queries and provide timely solutions.
Insurance & Investment Sales
Explain life insurance policies, investment plans, and financial products.
Generate leads through calls, references, and customer follow-ups.
Achieve monthly/quarterly sales targets.
Customer Follow-up
Follow up with prospective customers.
Remind customers about policy renewals, premiums, and required documents.
Maintain regular communication with customers.
Financial Product Explanation
Explain policy benefits, premium, maturity, risk coverage, and terms.
Help customers select products according to their requirements.
Clearly communicate charges, conditions, and exclusions.