Relationship with assigned Canara bank branches.Training to managers and bank staffs about the insurance product and importance of Revenue.Generating leads from walkin and manager Reference.Cold calling and updates in Excel.Customer service and Claim followupsDirect customer visit and product explanation.IRDAI examination training to bank staffs.Login insurance business and Issuance followup.Selling Banking products of Home loan, FD, RD, Credit card etc.Monthly meeting to bank staffs to increase the revenue from insuranceHNI customer meeting and followups.Lead generating activity from locker, FD, walkin, CASA customers.New customer leads generation from existing customers.NRI customer followup through mail and wtspp.MDRT qualification and Quarterly campaign contest qualification for maximum branches.

Lead generation activity for New business and Agents.Identifying suitable leadsIC33 training to identified leads and IRDAI examination training.Product training to agents.Joint call with agents for business development.MDRT training and qualification.

Handled Production department with more than 30 women associates.Training to new associates about the work process.Pump assembly monitoring and problem solving. Incharge of Dispatch department. Handled dispatch team with 7 members team size.Daily communication with Pan india Marketing team to update the Market requirement to decide the required production.Creating invoice in SAP.Updates in Excel and PowerPoint.