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- Assisting the Client Support Manager in developing efficient systems to support the work of the Client Support Team.- Revenue generations through Cross Selling products & Interest Collection.- Maintain good relationships with clients so that the business can maximize the value of those relationships.- Customer Relationship and Follow-up.- Maintenance of important registers and daily reports.- Cash Management and accounting.- Canvasing and sourcing of New Customers to increase Gold loan Business, Gold Appraisal.
Advising and selling term and health insurance to interested customers by understanding the customer’s needs in particular and their ability to pay. Analyzing and understand customer’s current insurance policies and suggest them with best available plans. Keep a track and check on the ongoing transactions with the customers. Solving day-to-day issues of customers with respect to their policies to maintain a strong and healthy relationship with them. To generate the desire for our product in the Customer’s mind by making them understand the value proposition. Successfully create, develop and retain relationships with customers through understanding their needs and explaining the benefits of the policies. Doing proper follow-up with the prospective customers and simultaneously converting them into sales. RM’s should generate a good pipeline for themselves over a period of time so that it helps them in achieving their daily targets. Reaching out to maximum prospective customers from the base assigned and explaining them the insurance plans by providing them with proper presentation on call and simultaneously generating sales and achieving their daily numbers. To constantly upgrade with changes, to ensure you provide the most up-to-date product information to the customers.
