- Experience in lead generation and client engagement with knowledge of Annuity and Protection products
- Generate leads during account opening and service calls, engage HNI clients for one-on-one selling, conduct presentations, train bank staff, and drive reward programs
Lead generation at the time of account opening/service call being made to the customer
- Establishing & strengthening relationship with Cluster head & staff to gain mindshare from them on
protection and Annuity
- Involvement in work site activities (putting up stalls and making presentations in corporate.
- Working, engaging and connecting with HNI clients for one on one selling
- Closing sale and following up on issuance.
- Increasing banks customer awareness about Life Insurance solutions and achieve the targeted
penetration on Annuity and protection
- Drive effectively the Reward and recognition programs launched for the bank staff.
- Train the bank staff regularly on Annuity and Protection plan
- Business Leakage including cancellations
📌 Management Intern - Sales (Gurugram)
🏢 Bharti AXA Life Insurance
📍 Gurugram
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