Roles and Responsibilities:
The primary responsibility is to sell our product by contacting prospective customers. The RM has to reach out to these prospective customers through the Digital and/or Physical mode:
By Tele-calling/ Video-calling, or
By doing a Video Conference through the Microsoft Teams application, or
By doing Face-to-Face meeting , if required
Ensuring that all procedural requirements for sales are complete and correct & keeping track of the policies till successful sale.
Throughout the sales process, updating all prospect-related information and tracking daily performance through the LMS.
Building a relationship and servicing the customers over a long-term, leading to up-sell/ cross-sell opportunities and for collecting references.
Ensuring timely collection of outstanding dues.
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