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
attention to average performers and provide those needs based training. Inculcate product as well as practical training to the advisors by accompanying them to client meetings and guiding, advising and motivating them on the sales funnel and achieving revenue targets. Doing analysis of the need
that they meet the Career Progression as per the Agency Structure. Generate Revenue and Acquire New Customers for Life Insurance. Mandatory Attendance at all Meetings & Training Programs as decided from time to time by Management. Ensure 2 Joint Calls are made on a daily basis. Review with Reporting Manager
by facilitating completion of medical reports & ensuring prompt issue of policy document, New markets/segments: Explore opportunities to develop new markets/ segments in line with company sales strategy from time to time. 3. Cross Sell/ Up-Sell: Build a good customer base in order to explore opportunities
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
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
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
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
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
Preferred Skill Set: - Logical and analytical approach to sales - Convincing power - Knowledge of Life / General/Health insurance products. - Relationship oriented approach and should possess high energy levels - Client centric approach - Analytical mind with solution providing approach
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
with all the information obtained Overseeing roadshows and sales initiatives to mobilize customers to urban merchant points as well as the branches Collaborate in the hiring, training and retention of staff Responsible for P&L ownership of the cluster 8-10 years of relevant work experience. Strong communication, analytical, problem solving, and decision making skills to effectively uncover and resolve ...
- Lead Business - Distribution strategy & deployment - Create distribution strategy & deploy blue print for respective geography - Grow retail universe to achieve width in distribution - Distributor life cycle Selection : using laid processes select right partner Onboarding : empower