1. To meet incoming venue clients and analyze their financial planning needs.
2. To present financial product presentation to clients based on their requirement and suggest best product and convince client on same.
3. To collect policy related doc...
1. To generate leads by making outbound calls
2. To manage leads properly i.e. all hot leads generated for insurance center and direct calls shall be passed on to the venue manager and follow up regularly until the conversion.
3. To generate MIS as...
