Impact on the Business / Function [COMPLETE 3-4 AREAS]
- Number of Customer meeting per day
- Delivery of Minimum business guarantee
- Creating Leads through campaigns /Cold calling
- Documentation, logins & Issuance tracking.
- Lead / Feedback / Referral Updating on LMS
- Meeting Business targets: Achievement of Business plan
- Customer servicing/ Renewals
- Being the quality ambassador and doing a thorough on the round u/w and ensure correct disclosures
Targets
Closure on Leads provided by company
- Average ticket size
- Number of policy per month
- APE per month
📌 Relationship Officer, Canara HSBC Life Insurance Co. Ltd., Gurugram
🏢 Canara HSBC Life Insurance
📍 Gurugram
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