Overview
BTW Financial Services and IMF Pvt Ltd is your trusted partner for a wide spectrum of financial services, encompassing insurance marketing, and the distribution of various financial products. As an Insurance Marketing Firm (IMF), we specialize in marketing and distributing insurance products, offering a diverse range of insurance options for individuals and businesses. We are dedicated to simplifying complex financial processes, providing access to insurance products, and fostering financial security and growth for all our clients.
About BTW Financial Services & IMF Pvt Ltd
1. Meet customers to sell all financial products.
2. Build relationships with clients and communities.
3. Provide solutions for short- and long-term financial goals.
4. Influence customers to buy FD who have no prior Deposit relationship.
5. Ensure proper customer profiling on each call / customer visit, to identify and
understand his/her needs and accordingly recommend investment and Insurance
options.
6. Obtain appropriate documents / information from the client and ensure the forms
are duly completed before logging the sale.
7. The necessary details to the customers for the proper services.
8. Determine clients’ financial needs and areas of improvement.
9. Sell trusts, investments and check processing services.
10. Determine future growth and help clients achieve financial security.
11. Determine clients financial needs and areas of improvement.
12. Determine security risks.
13. Develop prospects from current commercial customers, referral leads, and sales and
trade meetings.
14. Ensure sale is completed through / in line with the defined sales process.
15. Ensure maximum joint calls with each executive mapped.
16. Sell trusts, investments and check processing services and determine future growth.
