- Generate and develop current customer leads through personal and professional networks.
- Meet customers and understand their financial protection requirements.
- Explain suitable Tata AIA insurance and financial solutions.
- Build and maintain long-term customer relationships.
- Follow up with prospects and existing customers.
- Assist customers with policy-related requirements and service.
- Participate in product training and development programs.
- Achieve business targets through consistent prospecting and customer engagement.
- Build your own customer network and develop a long-term career in financial services.