26 Aug
|
Bajaj Life Insurance
|
Bhubaneswar
26 Aug
Bajaj Life Insurance
Bhubaneswar
Client Needs Analysis &
Risk Assessment: Evaluate personal, financial, and business assets to identify coverage gaps and long-term protection goals. Policy Advisory &
Customization: Compare plans across life, health, general, or commercial lines; explain policy terms, riders, exclusions, and premium structures. Lead Generation &
Business Development: Build a client pipeline through referrals, networking, digital outreach, and direct consultations. Portfolio &
Relationship Management: Conduct annual policy reviews, assist with renewals, and adjust coverage as life events occur. Claims Guidance: Act as the client's primary liaison during claim filing and settlement processes. Compliance &
Market Research: Maintain up-to-date knowledge of insurance regulations, underwriting standards, and emerging financial products.
📌 Financial Consultant Bhubaneswar
🏢 Bajaj Life Insurance
📍 Bhubaneswar