Reach out to existing and potential
customers to present our product and
service offering
Learn details about our product and service
offerings
Address any questions or issues customers
may have
Communicate with customers to
understand their requirements and need
Offer solutions based on clients’ needs and
capabilities
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