Achieve monthly individual target.

Proactively work towards satisfying the Insurance needs of the customer 

      Acquire, develop, and strengthen Insurance acquisition through effective relationship. 

management in accordance with business goals 
Manage and develop relationships with new and existing customers through professional consultative financial analysis. 

Active sourcing and prospecting of customers for Insurance products 
Up selling, cross-selling, providing regular market information updates and trend analysis 
Ensure superior customer service thereby contributing to the overall customer experience. 

of Mashreq  

Profile each customer met to understand their needs.

Customer retention is also the BDO responsibility.

Take ownership of customer complaint on Insurance. C0-ordinate with respective teams and Insurance providers for resolution

Be a team player and contribute to achievement of goals based on the Key Performance Indicators

Provide constructive and constant feedback on improvement of: Insurance products, services, processes which may either reduce cycle time or costs or enhance customer satisfaction.

Minimizing Insurance attrition.

Customer acquisition through tele-calling and through tracking the activities viz. Contacts to Appointments kept and Appointment kept to Sales.

Meeting with the set service standards (indicators and surveys).

Ownership of customer complaints.