• Wishing client/BNI Member Birthdays/Anniversary on WhatsApp
• Get in touch with all clients and build rapport
• Maintain database (Excel)
• Categorize client database
• Get the FP form filled by all the clients
• Analyze the FP filled form
• Ask for references from existing clients
• Monthly Target for MF, Health Insurance, Life Insurance through cross selling
• Day to day queries to be resolved of the clients
• WhatsApp marketing activity
• Activate Inactive Clients
• Maintaining BNI contacts/Visitors list and get in touch with them.
• Explore BNI connect and call them to our office
• Maintaining database of client visiting our office
• Creating social media creatives