To give proper financial presentation to all walk-in clients on daily basis To take 5 references from each walk-in client and work towards calling them in the venue To check and collect documents from the clients and ensure timely issuance of insurance policy.

To collect premium amount from the clients and timely deposit the same to Operation Executive/ Venue Manger on daily basis

Tele To generate leads by making outbound calls 1. To manage leads properly i.e. all hot leads generated for insurance center and direct calls shall be passed on to t he venue manager and follow up regularly until the conversion. 2. To generate MIS as to number of leads generated, appointment and conversions. 3. To inform prospective clients about our company and the presentation program. 4 Valuable communication skill

Marketing

1 To conduct various below the line activities for lead generation( like petrol pump activity, School drawing comped ition door to door activity etc 2. To meet clients and convince them to fill company coupons as per company pitch 3. Enter generated lead in to the online data base of company 4. Share lead generated MIS with survey supervisor on daily basis.

📌 Sr Client relationship officer Tele Marketing Sales (Varanasi)
🏢 Bajaj Capital Ins.Broking
📍 Varanasi