16 Aug
|
Financial services
|
Jainagar
16 Aug
Financial services
Jainagar
Roles & Responsibilities:
- Identify & conduct daily sales calls for financial planning sessions with clients
- Acquire customers and generate the targeted amount of premium
- Deliver Complete Product Information to Customers
- Monitor & fulfill prospect and customer leads provided by the company for new business or cross sell prospect
- Cross sell and upsell products to existing customers & build portfolios
- Manage the relationship with customers to ensure persistency & renewals
- Ensure adherence to all sales systems, operational, underwriting, compliance guidelines & ensure accurate data capture
- Ensure the delivery of all S&D; and financial KPI defined for the role
- Ensure adhere to the defined sales process, AML & KYC guidelines, code of conduct & rules of the company
📌 Team Lead (Jainagar)
🏢 Financial services
📍 Jainagar