Meet & counsel Walk -in ; DSA customers who have been referred to him / her by Bank
Influence customers to buy FD who have no prior Bank Deposit relationship.
Ensure proper customer profiling on each call / customer visit, to identify and understand his/her needs and accordingly recommend investment and Insurance options.
Obtain appropriate documents / information from the client and ensure the forms are duly completed before logging the sale.
Communicate the necessary details to the customers for the products being bought by them.
Ensure sale is completed through / in line with the defined sales process.
Maintain product mix across types of loans / value of loans ( Eqt, Housing, etc) and appropriate open market share for all products ( PAR / ULIP / Non Par).
Co-ordinate for all claims processing (with the help of TM/ ASM/ Coordinators / SM representatives).
Closely monitor the HL data of the HL executives mapped to maximize the business opportunities.
Ensure maximum joint calls with each HL executive mapped.
Ensure that all reports are created and maintained in a timely manner (DSR, Sales Dairy, etc.)
Ensure that all documents are properly scanned and there is no mistakes while lead updation in the system.