and Daily follow up and lead updation in MaximizerCollection of RenewalsAttending team meeting and sharing best practice with colleaguesTo provide correct and complete information on products to all customers that will help transparency and smooth sale of the business.Daily updating leads on maximizer ...
Funds, Insurance, Equity, bonds etc., 4)Review the portfolio according to change in market situation. 5) Direct sales of financial instruments- Mutual Funds, Insurance and Fixed Incomes. Basic Understanding on Financial Industry, Indian Economy. Wealth Products. Process of Financial Planning
towards achievement of business objective Relationship Management Managing the relationship between internal team and channel partner so as to Foster sales for the company and maintain utmost levels of responsiveness to requirements from the Channel Partner Provide all possible support to the channel
through Vendors/consultants. Experience in Vendors/consultants management for recruitment. Experience in bulk hiring in Front Line Sales (preferably in Insurance industry). Experience in bulk hiring through social media. Experience in working closely with the leadership team including General Managers
Insurance & Current account & Saving account Managing Operations like A/c opening, Fixed Deposit, Lockers, and Forex etc Deepening of existing Current account & saving account relationships Generation of referrals from internal database Customer acquisition & cross sell to walk in customers Report