Managing the High Net Worth customers of the Bank. - Achieving the Business targets assigned in terms of cross selling, enhancing and upgrading the High Net Worth Relationships. - Profiling Customers and provide financial products to meet customer needs.

Client Acquisition and Retention: Demonstrating a consultative sales approach to acquire new clients, understand their unique insurance needs, and provide tailored solutions to address their risks while ensuring high client retention rates.

Responsible for all outdoor and in door sales related to all classes of insurance ,Responsible to work closely with renewals team and retain maximum clients ,Roles related to Client servicing right from placement to throught out the policy period

Accident & Death Case related claims servicing and closing ,Review pricing, terms and conditions and any rate changes for theaccount getting renewed ,Develop and maintain strong relationships with clients ,Necessary pre-renewal and renewal activities are performed by analyzing the historical data like loss runs,Perform mid-termendorsements,non-renewals,cancellations, reinstatements and service requests