SDM

Work on assigned leads (given by Nationalize Banks) and generate referrals from every visit that's made to customer

- Achieve sales targets as assigned by the organization month-on-month basis

- Cross sell and up sales Life Insurance products based on the life cycle needs of the customers and as defined by the organization.

- Meeting the customers to solicit insurance products based on appointments in the course of daily activities

- Ensure that a comprehensive financial need analysis of customers is done and provide insurance solutions based on analysis

- Strict adherence to organizations policies and processes.