by the company for new business or cross sell opportunity Cross sell and upsell products to existing customers & build portfolios Manage the relationship with customers to ensure persistency & renewals Ensure adherence to all sales systems, operational, underwriting, compliance guidelines & ensure accurate data capture Ensure
motivation in order to keep them activate. • Building Relations with influential people and motivate them to become an Insurance Advisor. • To conduct monthly performance review meeting with the Advisor. • To undertake joint calls with the advisors in order to observe/undertake successful selling skills. • Graduate Min 1 yrs Experience in Life Insurance,Health Insurance or General Insurance Company. Min 1 Yrs ...
customer and to sell the appropriate product. * Acquire new PCG/ HNI/ NRI customer as well as to retain new one, to generate lead and to maximize profit by achieving targets. * To Generate Revenue for the Branch. * To ensure the delivery of all the related document to the customers * Acquisition
by the company Generating business from the leads & from the references Taking prior appointment from the clients & visiting them for understanding their requirement and recommending & selling products. Understanding the financial needs. Achieving monthly goal sheets. UNIT SALES MANAGER Handling a team
Position : Sales Officer Function : Retail Branch Banking Reporting : Mentor(Branch Head/Assistant Branch Manager) Location : HDFC Bank Branch Quality acquisition of Current Account & Saving Account for Resident / Non-resident Indian Ensure quality sourcing of new customer to sell different Graduation & Above Work Experience: Freshers/Experienced upto 4 years with less than 34 years of age