- Generate new business leads and acquire clients.
- Promote and sell LIC policies, medical insurance, and mutual fund products.
- Build and maintain solid client relationships.
- Conduct client meetings, explain products, and provide suitable solutions.
- Follow up with prospective and existing clients to convert business opportunities.
- Achieve monthly sales targets and contribute to business growth.
- Coordinate with the back-office team for documentation, policy issuance, and client servicing.
- Maintain daily sales reports and update lead status.