1. Meet customers to sell all financial products.
2. Build relationships with clients and communities.
3. Provide solutions for short- and long-term financial goals.
4. Convince customers to buy Insurance & Mutual Funds.
5. Ensure proper customer profiling on each call / customer visit, to identify and understand his/her needs and accordingly recommend investment and Insurance options.
6. The necessary details to the customers for the proper services.
7. Determine clients’ financial needs and areas of improvement.
8. Determine future growth and help clients achieve financial security.
9. Develop prospects from current commercial customers, referral leads, and sales and trade meetings.
10. Ensure sale is completed through / in line with the defined sales process.