1. Persuade prospective clients to engage in a phone conversation to discuss about the products and advice.
2. Deliver approved policies to clients
3. To call the customers and inform them regarding pending EMIs of their Loan/policy.
4. Convinced them to deposit EMI /dues on time.
5. Responsible for calling on prospect data for further closure.
6. Engaging with premium customers to build relationships and delivering a positive customer experience
7. Retaining the existing customers
8. Experience in sales/ retention/Collection/ up selling/ insurance.
9. Ensuring that the call, leads and quality targets are met.