Choice Insurance Pvt Ltd

Maharana Pratap Nagar, Bhopal

outbound calling for lead generation

A Demat broker (or stockbroker) facilitates trading, maintains client demat accounts, and manages investment portfolios by buying/selling securities, conducting market research, and ensuring regulatory compliance (SEBI/CDSL/NSDL). They act as intermediaries between investors and stock exchanges, offering advisory services and maintaining transaction records

Provides service to clients changing insurance needs by selling life, health, and disability insurance.Establishes productive working relationships with clients.Develops base for long-term sources of clients.Compiles lists of prospects.Determines clients particular needs and financial situations by scheduling fact-finding appointments and determining the extent of present coverage and investments.Ascertains clients long-term goals.Develops a coordinated protection plan by calculating and quoting rates for immediate coverage action and long-term strategy implementation.Communicates with adjusters.Obtains underwriting approval by completing application for coverage.

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