What is my Major Mindset now ? If Insurer

Find customer- contact customer-explain about policy- provide enough documents to open a policy

What am I more of ? Lawyer

Find customers with some issue / problem-contact / communicate with them- manage case documents resolve the issue-get rewarded

What am I more of ? Banker

Help with initial banking request of customer – answer queries related to banking processes and systems – collaborate to improve banking services – sell banking and financial products to customers
Thought, document, suggestion, issue, campaign