Proprietor at The BiggTopp Global Services
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Relationship Manager - Direct Sales - Insurance (2-5 yrs)
- Work on assigned leads and generate referrals from every visit that made to customer.
- Achieve sales targets as assigned by the organization month-on-month basis.
- Cross-sell and up-sell Life Insurance products based on the life cycle needs of the customers and as defined by the organization.
- Meeting the customers to solicit insurance products based on appointments in the course of daily activities.
- Ensure that a comprehensive financial need analysis of customers is done and provide insurance solutions based on analysis.
- Strict adherence to organizations policies and processes.
- Provide accurate forecasts, updates and requested reports to reporting manager.