Generating leads for all our products – Broking, Health Insurance, Life Insurance, Mutual funds,
Loans, Cards, etc
Meet & pitch customers
Acquisition of new clients – open market acquisition, cold calling, through referrals, etc
Acquiring Large Clients with high margin
· Responsible for reactivation of dormant clients
Conduct lead generation activities for sales penetration
Onboard the customers through the platform provided by the company and ensure due diligence
Ensuring efficient and prompt management of orders based on customer request
Ensure adherence to surveillance
Day to day approvals w.r.t to limits, commercials, etc.