- Achieve the set business targets on ANP and case count
- Acquire Recent Customer through following:
- Leads
- Natural market
- References
- Orphan base
- Fix meetings with the prospects to conduct need analysis and explain
products
- Implement and adhere to Need Based Selling Model.
- Up- sell & Cross Sell the Orphan Base of Customers allocated.
- Ensuring timely issuance of policies by resolving pending etc.
- Render prompt post sales service to all allocated customers with respect
to all domains
- Adhere to the customer touch-point engagement in order to service his
portfolio of customers.
- Maintaining the desired persistency ratio
- Strategize and interact closely with the supervisor on delivering on
Business nos.
- Work collectively with the supervisor and conduct joint sales calls
whenever required
- To develop and implement short term and long-term plans to achieve
sales targets
- Adhere to Activity management framework advised
- Follow up on their database / leads provided through Digital Campaigns
and Lead Management System (Orphan/ New Prospects.
- Update the LMS (Lead management System) on a daily basis.
- Adhering to the Training Road map.
- Providing timely reports to the Supervisor / Area manager as per the
requirement.
- Ensuring compliance to internal sales process
- Should be process & product champion to ensure adherence to TALIC
policies and procedures.
- Participate in risk mitigation plans, contingency planning, business
continuity programs by executing and reporting within defined timelines.
Highlight and recommend process gaps, flaws and process changes.