a) Achieving monthly, quarterly & yearly targets of new business generation & renewals assigned by the company. b) Achieving targeted IC recruitments, IC Licensing and month to month activation of Insurance consultants. c) Recruitment of new ICs, coordinating III training, Licensing examination
Meeting, recruiting and organizing the training for both CBMs and PFAs. Facilitating licensing of the PFAs from IRDA. Making sales calls with the PFAs and thereby generating business for the company. Interacting with the operations team for generating URL, organizing training and facing the IRDA
interpersonal and organizational skills Preferred -understanding or exposure to Individual Products is desirable Preferred to have in-depth knowledge of insurance products. Preferred to have in-depth knowledge of Insurance and related financial markets. Should have analytical skills to understand the potential
of supplier statements - Process petty cash payments - Providing accounting support - Reconciling finance accounts - Handling insurance returns & journal posting - Managing office - Preparing statutory accounts - Reconcile & maintain balance sheet account - Maintaining spreadsheets - Checking Primary Responsibilities : - Summarize current financial status - Maintain financial security by following internal controls ...
products, other liability accounts, TPP products to the existing Relationships and its group accounts raised as HNW 5. Increasing the IPH and CTG to ensure revenue maximization Customer relationship management 1. Cam Preparation & query resolution 2. Customer negotiation on rates and other issues relating