· Establishing & strengthening relationship with branch manager & staff to gain leads from them.
· Involvement in work site activities (putting up stalls and making presentations in corporate.
· Closing sale and following up on issuance.
· Increasing bank’s customer awareness about Life Insurance solutions and achieve the targeted penetration on cross sell within the branch’s customer base.
· Drive effectively the Reward and recognition programs launched for the bank staff.
· Train the bank staff regularly on concepts in life insurance and new product introductions.