- Identify opportunities of insurance products to SBI wealth customers.
- Interact with all customers and solicit right insurance products as per their need and identify and create need.
- Identify opportunities to maintain product mix to achieve top and bottom line while maintaining defined LR and COR.
- Increase RM participation and activation.
- Identify customers for upsell and Cross-sell opportunities to achieve set business plan
- Conduct meetings with new customers, visit the clients to understand requirements and fulfill insurance needs.
- Conduct periodic reviews with banks officials to drive business numbers and address any concerns which may be hampering business
- Assess and consider all kinds of risk to make informed decisions
- Provide detailed information about new products and new selling techniques to grow the business
- Develop and maintain relationship with all the key stakeholders at the wealth hubs to achieve increase volume growth.
- Identify and motivate suitable candidates for SP program
- Periodic training on new products and refresher on existing products.