Management Intern - Sales

Lead generation at the time of account opening/service call being made to the customer

• Establishing & strengthening relationship with Cluster head & staff to gain mindshare 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 achieve 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 Annuity and Protection plan
• Business Leakage including cancellations