-To give proper financial presentation to all walk in clients on daily basis -To provide clients comprehensive financial planning advice with emphasis on L.I. and G.I. -To check and collect documents from the clients and also ensure timely issuance of insurance policy -To collect premium amount from the clients and timely deposit the same to Operation Executive/ Venue Manger on daily basis -To make direct calls and generate business through referencing and corporate clients -Provide proper service to clients with relation to any queries related with products offered to them -To attend various training programs for development of product knowledge - Ensure timely Renewal of all policies of all clients assigned and also do cross selling / upselling to existing clients
Job Title
Sales Executive