· To achieve sales target through direct marketing, micro-marketing activities, corporate work sites, referrals, cross-sell, telesales, etc.
· Generate insurance business through activities and referencing.
· Prospect new to bank customer (clients) through insurance route.
· Generate leads and business potential through various sources and by open market sourcing.
· Coordinate with branch operations in order to ensure timely processing of Policy/application forms.
Also, note below “NO POACH” companies/Dealers name: