yearly business plans. Development of agent prospecting habits, calling habits and work habits. Work with agent on planning and reviewing of activities and goals. Maintain agent pro activity as per business plan Qualification: Minimum Graduate/MBA/PG with min 4yrs exp in sales, marketing, business
1. Acquire new clients for Demat & Trading accounts through networking, data base and references. 2. End to end customer relationship management. 3. Meet Non-Trading Customers and activate them. 4. Sell online accounts to customers and encourage them to trade online. 5. Have a customer centric
of the customer and ensuring high level of customer satisfaction leading to customer delight. Carrying out various promotional activities for sales as well as for recruitment. Benefits: Enjoying the opportunity to help others achieve their full potential in a rewarding career. The ability to leverage skills
Purpose of Role : Recruit Agents and Source Business for the Company. Primary Responsibility is to recruit agents as per plan. Activate agents on a monthly basis as per given plan. Ensure Active Advisor productivity is maintained as per the plan. Understand, Monitor & Develop the Agents and ensure
while developing excellent rapport with the clients/associates/ customers by providing excellent customer satisfaction. Play significant role in analyzing & studying the need of the customers and provided them the best suitable product & provide after sales services. Must have Insurance Background. Stability for at least 3 Years in current/Previous company Team Handling Experience
to Anti Money Laundering (AML) guidelines and Compliance management of company To have a business driven function and coordination with sales for smooth functioning of branch Should have the basic working knowledge of MS Office (MS Word, MS Excel and MS Powerpoint) Should have basic speed in Keyboard
to meet these needs from the companys product range, gain customer agreement to purchase, accurately complete sales documentation. 2. Incentive programs: Cascade the incentive programs & ensure complete success in implementation of the same. Sales completion process: Responsible for sales completion
and train to procure necessary business. To achieve monthly, quarterly & yearly business targets through desired relationship management. To motivate SMs/ICs with various competitions, contests & R&R initiatives launched by the company. Regular monitoring of SMs & ICs performance and conducting regular Previous Experience: (Required and preferred) 5-7 years in Managerial/ Supervisory role in Sales ...
Marketing activities as per Partners requirement Ensuring timely issuance of policies with resolving all pending etc. Adhere to the customer touch-point engagement in order to service his portfolio of customers To maintain the desired persistency ratio Working jointing with the Branch Manager on Business
Policy & process improvement. Ensuring good profitability of the Division and planning growth both for the Business and employees Shall be responsible for sourcing, servicing, and login the business Manage Overdue Collections. Mange both internal & external channel for business expansion & development
through trade /foreign exchange and cross-sell of Third Party Wealth products ( Life and Non-Life insurance & Mutual Funds) Personal Profile– the person needs have a banking experience of 2-3 years in the similar space in the competition banks with good written & verbal abilities and SME sales and product
and growing business and consumer relationships. Ensuring quick and seamless process for customers Managing existing relationships and developing new relationships with customers Managing escalations Coordinating with bank branches as and when required Ensuring highest level of confidentiality is maintained 8-10 years of relevant work experience. Strong communication, analytical, problem solving, and ...
Relationship Management. Impart Product training to sales team in the branches mapped to him. Take initiative to keep abreast of developments in products & services, company policies, procedures, sales process. Responsible for Compliance as per IRDA Act ...
of the company Lead, inspire, motivate and manage the team so as to have effective control on attrition of key resources Be updated on all relevant developments in the Insurance industry. Work Relationship (State the essential working relationships with superiors, peers and subordinates as well as external parties
skills Increasing productivity of CIFs Critical Competencies: Professional degree Product Knowledge Action planning Good relationship with BMs / CIFs Good communication skills Persuasive Measures of Success: Achievement of sales target Relationship Management at Regional/Branch level