R.M || Life Insurance || Sales || Bangalore Kalyan Nagar || Freshers

Increase the top of funnel by driving period BTL activates, generating referral form prospect customers to
generate a bigger prospect base.
• Maximize virtual connects with the qualified prospects using various digital platforms along with other social
media platforms.
• Adopt need based selling (Tailor make recommendations based on customers profile) and assist and coordinate
with customers to facilitate smooth policy insurance.
• Rigorous and timely follow up on all prospects that are in the work in progress stage.
• Update prospect information and track performance on lead management system (LMS) / VYMO
• Ensure that all procedural requirements for policy issuance are complete and correct.
• Track policies that have been logged in the branch to ensure speedy insurance to provide correct and complete
information on products to all customers to show transparency.
Decision Scope: To provide correct and complete information on products to all customers that will help
transparency and smooth sale of the business. This will ensure that the channel will remain competitive and
successful.

Day to Day Deliverables
• Daily monitoring of leads
• Update leads in LMS system
• Repost daily activity to supervisor
• Service existing clients
• Maintain assigned renewals data and persistence targets .