Prospecting & Lead Generation: Finding potential clients through personal networks, referrals, and outreach. Financial Need Analysis: Assessing a client’s family goals, income, and life-stage needs (savings, retirement, child education). Plan Presentation: Pitching the most suitable LIC policies (endowment, term, money-back, or annuity). Proposal & KYC Processing: Collecting documents (Aadhaar, PAN, medical reports) and submitting proposal forms via the ANANDA portal or branch.
📌 Partner Team Leader (Bhubaneswar)
🏢 Bajaj Life Insurance
📍 Bhubaneswar
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