Overview
To give proper financial presentation to all walk in clients on daily basis
To take 5 references from each walk in client and work towards calling them in the venue
To check and collect documents from the clients and also ensure timely issuance of insurance policy
To collect premium amount from the clients and timely deposit the same to Operation Executive/ Venue Manger on daily basis
Skills / Roles I hire for
Financial PlanningClient RelationshipFresherGraduate FresherFinancial AssociateFiance Executive