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 bank's 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
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