• Giving sound financial advisory services and customer support to VRM clients.
• Keeping In and out knowledge of the products.
• Create and manage an effective Sales Tracker to measure and manage their activity levels.
• Continuously improve the quality of sale and key sales ratios by attending the trainings arranged for them, if required.
• Providing timely MIS as required relating to the various aspects of the business-applied, business lead generation, Issued business, product mix, lapsation etc.
• Liaising with Insurance Company’s representatives on a regular basis.
• Ensure timely and accurate compliance to all statutory requirements.
• To check if all the required documents and forms are in place, wherever applicable.