Senior Consultant at KYC Solutions
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Front Line Sales Role - Insurance (2-4 yrs)
- 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 recommendation based on customer's profile) and assist and coordinate with customers to facilitate smooth policy insurance.
- Rigorous and timely follow - up on all prospects that are in work in progress stage.
- Update prospect information and track performance on lead management system (LMS)/ VYMO
- Ensure that all procedural requirement for policy issuance are complete and correct.
- Track polices 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