Customer Engagement: Initiate outbound calls to potential and existing customers to promote Niva Bupa’s insurance products and services.
Needs Assessment: Understand customer needs and provide tailored solutions to meet their insurance requirements.
Product Knowledge: Maintain up-to-date knowledge of insurance products, market trends, and competitors to effectively communicate benefits to customers.
Sales Goals: Achieve monthly and quarterly sales targets by converting leads into sales through persuasive communication and relationship building.
Record Keeping: Accurately document customer interactions, feedback, and transactions in the CRM system.
Follow-Up: Conduct follow-up calls to nurture leads and ensure customer satisfaction post-sale.
Customer Support: Address inquiries and resolve issues related to policies, claims, or services, ensuring a high level of customer service.
Team Collaboration: Work closely with the sales team and other departments to share insights and strategies for improving sales performance.