2. Train and engage POSPs to improve productivity and business outcomes.
3. Drive business growth in Life Insurance through POSP channel.
4. Acquire current direct clients.
5. Conduct regular activities to engage POSPs and clients.
6. Develop and execute effective sales strategies, tactics, and plans to drive business growth.
7. Provide prompt service and support to POSPs, customers and internal teams.
8. Ensure smooth coordination with Insurance companies for policy issuance, renewals, and servicing.
9. Conduct events and drives to increase sales
10. Develop and monitor processes for smooth functioning of the Life Insurance vertical.
11. Closely monitor and ensure accurate recording of all activities, client
interactions, and marketing initiatives in the CRM system. Ensure team adherence to CRM protocols and foster a culture of accountability and precision in data management.
12. Maintain compliance with IRDAI guidelines and company processes.
13. Keep abreast of industry developments, including new products, regulations, and trends