Midhun K P

 Identify and acquire new clients through referrals, cold calls, and leads.  Explain insurance products (life, health, auto, property, etc.) and recommend suitable options.  Assist customers through the policy selection and application process  Build and maintain long-term relationships with individual and corporate clients.  Serve as the main point of contact for all customer inquiries and policy servicing.  Conduct regular follow-ups to ensure client satisfaction and address concerns.  Achieve assigned sales targets (monthly/quarterly/annual).  Monitor policy renewals and encourage timely renewals to retain clients.  Assist clients with policy changes, claims, and renewals.  Help resolve grievances and escalate issues when necessary.  Ensure accurate documentation and compliance with underwriting rules.  Stay updated on insurance products, industry trends, and competitor offerings.  Provide feedback to product teams based on customer insights.  Maintain updated client records and communication history in CRM tools.  Generate reports on sales performance, client activity, and policy status.

 Senior executive (Jio Point Manager) at reliance Jio digital, Puthenvelikkara.  Act as the point of contact between executives and employees/clients.  Create regular reports and update internal databases.  Manage phone calls and emails.  Respond promptly to managers’ queries.  Ensure a delightful customer experience at the store.  Acquire new customers.  Provide post-sales- service to walk-in customers.  Achieve acquisition & revenue targets.  Manage systems & store operations.  Ensure stock availability in store.  Ensure merchandising visibility in store.