Shri balaji Employment Services Pvt Ltd.

Vijay Nagar, Indore

Work on assigned leads (given by Nationalize Banks) and generate referrals from every visit that's made to customer- Achieve sales targets as assigned by the organization month-on-month basis- Cross sell and up sales Life Insurance products based on the life cycle needs of the customers and as defined by the organization.- Meeting the customers to solicit insurance products based on appointments in the course of daily activities- Ensure that a comprehensive financial need analysis of customers is done and provide insurance solutions based on analysis- Strict adherence to organizations policies and processes.- Provide accurate forecasts, updates and requested reports to reporting manager