Productivity indicators
We work for clients, giving them guidance and solutions when they need them in sync with their requirements and suitability. As a result, client satisfaction is my most significant productivity indicator that shows I have done my job well. For this, I leverage the latest technologies to provide information to clients regarding new products launched and guide them according to evolving market trends. In a nutshell, I am productive when my clients are satisfied.
I always set long-term priorities. My goal is to retain clients for as long as possible, and I do that by consistently serving them well at every point possible. I keep studying about my clients to understand their changing needs and requirements and ensure that they have access to the proper guidance and information about the market trends. That’s how I keep them informed and help make better investment decisions all the time. This is my secret mantra to stay productive at work.
Top three tips to stay productive
Try need-based selling. For this, you must do thorough research on your client, study their needs and what kind of guidance they are expecting from you. Once you have these things in place, you can give him solutions as per their needs, and thus maximize their satisfaction levels like never before.
Case study: Every morning, I go for a walk to a nearby park. One day I saw an aged person crying because his sons were ill-treating him. I suggested a pension plan, and today he is financially independent, leading a happy and stable life. Following this, I received more prospects by the end of the month.
Try cold canvassing to get prospects. This is another hack that I often use to expand my client base. I approach them directly without any word of mouth, interact with them, actively listen to their problems, what they are looking for, and accordingly present them with the best solutions.
Case study: Do you remember the devastating earthquake that shook Gujarat on Jan 26, 2001? It was scary when I witnessed multiple buildings collapsing in my neighbourhood. This is when I collected the data of deceased people and guided their family members to receive the claim money without much hassle. The entire society blessed and respected me after this initiative, and that’s how a compelling message around the importance of life insurance was automatically spread among residents.
Target professionals of all domains. I approach clients hailing from different fields, be it Chartered Accountant (CA)s, doctors, Indian Police Service (IPS) and Indian Administrative Service (IAS) officers, and so one, instead of sticking to some and limiting my reach. This helps me reach out and serve more clients and achieve more profit at work.
Case study: Once, my co-passenger and I started conversing while travelling from Chennai to Ahmedabad. He was a scientist and totally against life insurance. So, I asked him about his future plans for the family, to which he replied, “Why worry about the future? Our education will come to the rescue.” I said what if something happened to you? Then who would provide funds to educate your children? He had no answer. I explained to him the importance of human life value and life insurance. He was convinced and bought a life insurance policy. He also recommended my name to his network, some of which later became my prospects.
Productivity is a life skill. Without being productive, you can never excel at work. To stay productive, you must keep experimenting with new things and techniques, and build new habits that you feel can make you better at work.
If I can do it, you can do it, too!
Contact: MDRTEditorial@teamlewis.com