Try another search here
Not your type of job? Try your own search. Ok, got it

Want to receive similar jobs about "Wealth Planning Officer - Agency Sales Bangalore" by email?

Alert me

FiltersFilter search results

  • City
    • (104)
    • (6)
    • (3)
    • (3)
    • (1)
    • View more »
    • (1)
  • State
    • (278)
    • (1)
    • (1)
  • Category
    • (88)
    • (69)
    • (52)
    • (11)
    • (9)
    • View more »
    • (8)
    • (7)
    • (6)
    • (6)
    • (4)
    • (3)
    • (3)
    • (3)
    • (2)
    • (2)
    • (1)
    • (1)
    • (1)
    • (1)
    • (1)
    • (1)
    • (1)
  • Minimum Level of Studies
    • (280)
    • (280)
    • (196)
    • (194)
    • (194)
    • View more »
    • (194)
    • (194)
    • (194)
    • (194)
    • (194)
    • (194)
    • (194)
    • (194)
    • (194)
    • (194)
    • (194)
    • (191)
    • (191)
    • (191)
    • (191)
    • (191)
    • (191)
    • (191)
    • (191)
    • (191)
    • (191)
    • (191)
    • (191)
    • (191)
    • (191)
    • (191)
    • (191)
    • (191)
    • (191)
    • (1)
    • (1)
  • Working Shift
    • (280)
  • Posting period
    • (32)
    • (54)
    • (73)
    • (121)
    • (136)

280 jobs found for Wealth Planning Officer - Agency Sales Bangalore

Sort by:
  • thereby helping the client to reach his short term and long term investment goals Focus on business development across liabilities, assets & fee to sustain and achieve growth in relationship value, revenues & improved client stickiness Achievement of monthly sales and income targets set across all

  • thereby helping the client to reach his short term and long term investment goals Focus on business development across liabilities, assets & fee to sustain and achieve growth in relationship value, revenues & improved client stickiness Achievement of monthly sales and income targets set across all

  • wise targets. Formulate outbound & inbound sales plan to acquire new HNI clients/Retail clients for increasing customer base of the portfolio. Regular contact with all mapped clients through daily/weekly/monthly calls. Resolution of queries of all mapped clients within TAT specified. Ensuring need

  • Formulate outbound & inbound sales plan to acquire new HNI clients/Retail clients for increasing customer base of the portfolio. Regular contact with all mapped clients through daily/weekly/monthly calls. Resolution of queries of all mapped clients within TAT specified. Ensuring need based product approach

  • interfaces with all levels, including highest within customer organization; highly diverse set of functions and buyers; focus in on management level. * Develops business plan in conjunction with customer. * Applies consultative-selling techniques to identify and advance opportunities

  • Develop BAs through coaching, training, team management support etc Drive BA team size, activity ratio, case rate per active agent and case size to achieve the premium targets Provide operational support to BAs in terms of submissions, issuance , pending resolve, licensing etc Plan, Monitor

  • 15 k/m + Local conveyance + Mobile allowance Own conveyance must !!!! Local Candidates preferred.... Job Description:- 1. Networking & relationship management with travel advisor/agent/agencies. 2. To engage and manage travel advisor/agent/agencies as per company terms & conditions & etc. Male

  • *Agent Recruitment - Develop various sources of agent hiring & build a team of agent & agent pipe line. *Agent Development - Development of agent prospecting habits, calling habits and work habits * Meet Business Targets. * Improve Agent productivity Minimum Education: Any Graduate (MBA will be a plus) * Sourcing & Selection capability of Agents / Advisors. * Nurturing & Developing talent * Result orientation. * Planning & Execution ...

  • Agency ) for minimum of 2 to 3 years. Got a promotion Should be a graduate with Agency Insurance Sales Experience of 2 to 3 ys Age less than 40 Graduate with 5 to 10 years for total experience Experience in Agency Insurance Sales with 2 to 3 yrs with promotions

  • Sell Life Insurance plansWork on the given leads by :Enquire leads for an interest in purchasing life insurance policiesCollect Documents from interested leadsEnsuring timely issuance of policies by resolving pending issuesAcquire New Customer by :Personal References and Cold Walk-insExplaining

  • and the company. Monitoring key competition developments and ensuring flow of information to the organisation Performance screening of all agents allotted and taking appropriate action as may be required from time to time Needs to have spent at least 2-3 years in the agency function of an insurance company ( Should Be A Graduate Should have a two wheeler and Driving License Having Team Handling ...

  • Effective management of sales managers in the office leading to creation of a cohesive business unit along with other functional representatives in the branch to create a robust business unit. Coach, Train and support the reporting Managers Monitor and review their performance Review and track the growth

  • and retiring of distributors Ensure the proper and correct execution of sales, discount and trading terms determined by the company Monitor and minimize the level of Bad goods returns Ensure distributors efficient and effective support for the market coverage Monitor Distributors overhead expenses &

  • in appointing and retiring of distributors Ensure the proper and correct execution of sales, discount and trading terms determined by the company Monitor and minimize the level of Bad goods returns Ensure distributors efficient and effective support for the market coverage Monitor Distributors overhead

  • 1. Develop an effective agency channel for a region / branch. 2. Analyzing general insurance business potential, planning and executing strategies to drive distribution through agency channel for various segments 3. Handing the strategic alliances and tie ups with various channel partners to get

  • Looking Territory Sales Manager for General Insurance Agency Vertical For - Bangalore / Chennai / Hyderabad Should Have exclusive Market Knowledge on Insurance Product/ General & Health Insurance, Need to recruit & Develop the agency .Sales planning Excellent Regional Market knowledge . Knowledge on General & Health Insurance Knowledge , Excellent communication & convincing skills , people management , Recruiting ...

  • Looking Territory Sales Manager for General Insurance Agency Vertical For - Bangalore / Chennai / Hyderabad Should Have exclusive Market Knowledge on Insurance Product/ General & Health Insurance, Need to recruit & Develop the agency .Sales planning

  • of contact for all customers for Wealth as well as Service requirements of the customers. Cross-sell various products depending on the Need analysis of the customers, which are Assets, BB, NTFX, Credit cards, 3-in -1 Trading, FES cards. 3. Wealth Management Do basic Financial planning of the customer

Want to receive similar jobs about "Wealth Planning Officer - Agency Sales Bangalore" by email?

Alert me
Go to Top