Amey Varma

• Leads generated from in-branch lead generators as well as warm leads provided by the bank from the database as well as generate own leads. Make appointments, explore the customer’s financial needs in life-related investment and insurance needs areas, select appropriate product to meet these needs from the company’s product range, gain customer agreement to purchase, accurately complete sales documentation.
• Build a good customer base in order to explore opportunities to cross-sell & up-sell, Obtain referral to further prospects where appropriate.
• Build long term relationship with the bank staff & clients by responding appropriately to all bank/client queries
• Accept & follow up on suggestions, request & complaints received from clients, ensure claim requests are serviced
• Maintained up-to-date knowledge of industry trends as well as competitor offerings to better position agency services within th marketplace

• Manage Insurance sales goal achievement through Recruiting agents
• Training and developing agents on commission basis.
• Supervise activity plan of all agents to ensure these are being fulfilled as per desired levels.
• Conduct weekly performance review (PRP) with agents & update Sales Management System.
• Promote & motivate agents for Career progression program to make them join the organization.
• Promote agents to use the Agent Portal & CRM for managing their customer & cross selling them for different products

• Develop business strategies to raise our customers’ pool, expand store traffic and optimize profitability
• Ensure high levels of customers satisfaction through excellent service
• Complete store administration and ensure compliance with policies and procedures
• Maintain outstanding store condition and visual merchandising standards

• Create New Clients and retain existing Clients.
• Increase Sales for the Company
• Focus Importer and Exporter Industries

• Preparing Shipping Documents for Import and Export

• Handling all Store Activity
• Solved the Customers Query and Managed services facility through Phones Call, Mail etc.