Increase the top of funnel by driving period BTL activates, generating referral form prospect customers to generate a bigger prospect base.
Maximize virtual connects with the qualified prospects using various digital platforms along with other social media platforms.
Adopt need based selling (Tailor make recommendations based on customers profile) and assist and coordinate with customers to facilitate smooth policy insurance.
Rigorous and timely follow up on all prospects that are in the work in progress stage.
Update prospect information and track performance on lead management system (LMS) / VYMO
Ensure that all procedural requirements for policy issuance are complete and correct.




Track policies that have been logged in the branch to ensure speedy insurance to provide correct and complete information on products to all customers to show transparency.

Decision Scope: To provide correct and complete information on products to all customers that will help transparency and smooth sale of the business. This will ensure that the channel will remain competitive and successful.

Day to Day Deliverables
Daily monitoring of leads
Update leads in LMS system
Repost daily activity to supervisor
Service existing clients
Maintain assigned renewals data and persistence targets .

📌 R M Life Insurance Sales Bangalore Kalyan Nagar Freshers Bengaluru
🏢 Tu0026N Business Services
📍 Bengaluru