01 Sep
|
Next-Gen Wealth Solutions & IMF
|
Mumbai
01 Sep
Next-Gen Wealth Solutions & IMF
Mumbai
Drive business growth by sourcing current leads through outbound calls, field activities,
referrals, and structured prospecting methods.
• Market and sell insurance, mutual fund, and health solutions in line with organizational
guidelines and client requirements.
• Manage existing client portfolios through regular follow-ups, renewals, and
identification of cross-selling and upselling opportunities.
• Establish and maintain long-term client relationships by assessing financial objectives
and delivering appropriate wealth solutions.
• Achieve assigned monthly and quarterly revenue targets in alignment with company
sales objectives.
• Maintain accurate and timely documentation of client interactions, sales activities, and
performance metrics.
• Ensure consistent delivery of a professional customer experience, fostering trust,
retention, and long-term client value
📌 Insurance Sales Executive (Mumbai)
🏢 Next-Gen Wealth Solutions & IMF
📍 Mumbai