AFA reports to CSRL & his core objective to support acquisition & management of Senior & Top Management YCOP YES First accounts. Generate business across products. CASA, Deposits, Assets, Business Banking, Trade & Forex Investments and Insurance
as Waterfall methodologies. - Experience in designing and implementing solutions by mapping customer’s business processes to Salesforce.com features like Sales Cloud, Service Cloud, Marketing Cloud, Force.com and Salesforce1. - Experience in integrating Salesforce.com with other systems using middle-wares like
technologies to CRM - Estimating the completion of task and gaining customer approval. - Guiding projects along through daily communications with the customer or project manager - Support the application post go-live during system setting and fix applications issues not necessarily related to code. - Data
For Sales of Home Automation products as a concept/Solution (Lighting,Climate,Security, AV, Appliances and Control & Mgmt) Approaching Builders, Architects, Interior Designers & Enduser Responsible for preparing & presenting techno commerial proposal
Conduct in-house workshop/ seminars/ clinics with agents and other managers for policyholders and prospects. Develop, implement, manage and supervise the Annual Training Plan. Coordinate and follow up on the High Potential (MDRT & CEO Circle) and other R&R of the agents and employees. Skills : Team
Conduct in-house workshop/ seminars/ clinics with agents and other managers for policyholders and prospects. Develop, implement, manage and supervise the Annual Training Plan. Coordinate and follow up on the High Potential (MDRT & CEO Circle) and other R&R of the agents and employees. Team handling Good Execution Skills Sound Communication & Presentation Skills Fluent in English & Hindi Strong interpersonal ...
To generate life insurance business from Kotak Mahindra Bank branches. To convert prospects into LI closures. For login & conversions of business Attending team meeting of Bank branches & interacting with the RO/RM of Bank Ensuring productivity on monthly basis Persistency
accounting 3.Commission accounting 4.Premium allocation 5.Period close accounting 6.Month close accounting Process: Operations Tax Exp. Required: 1.Premium tax Estimate preparation 2.Accruals 3.Journal Entries 4.Premium tax returns 5.Sales & Use tax return preparation 6.W-2 and 1099 7.941, and 945
Responsible for generating new clients and business development through customer service. Responsible for Revenue Generation. Open D-mat accounts, Commodity trading accounts. Responsible for selling distribution products. Cross selling of other products. - Experience in Marketing / Business Development, Relationship Management & in Team Management. - Proficient in assigning sales targets, providing necessary ...
- Relationship with the Branch Manager of the bank partner s branches - Relationship and Motivation of branch staff to help generate leads - Training of branch staff and Private banking RMs on cross sell of insurance products
Management and Customer Relationship Monitor, Review and constant Feedback to team member(s) to perform and deliver Building and maintaining healthy business relations with major customers, ensuring maximum customer satisfaction. Responsible for creating a compelling value proposition in BFSI segment ...
Minimum 1-2 years of experience of Selling of Life Insurance Products 2. Interest in Financial Products and Markets 3. Excellent communication Skills 4. Good Sales & Negotiation Skills 5. Plenty of Drive, Initiative and Motivation 6. Post Graduate/ Graduate from a Reputed University/ Institute ...
Primarily Revenue and volume driver of the product. Establishing Magma brand amongst the stake holders i.e. Customers, Dealers and DSA network and achieved through proper leadership of the Sales Force. Channel Management: To build long term and sustainable relationship with the Channels
Achieve pre-set business targets on ANP, case count, active branch, active sales staff and various KPIs for designated branches Prospect and meet customers within and outside the Branch as when required Seek commitment from the partner towards achievement of business objective Managing