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84 jobs found for Insurance Planner Surat

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  • Responsibilities: Team Handling Training Team Channel Engagement-Activation, Relationship Management, Data Analysis Co-ordination with various functions within company Combine Ratio Knowledge

  • Position: Team Leader-Sales (Life Insurance), Asst. Mngr-Sales(Insurance) CTC Salary: 15,000 - 20,000 per month + Incentive(depends on interview& experience in life insurance sales also) Job Description: Training team of sales officers, and help them develop business for insurance. Achieving

  • Position: Team Leader-Sales (Life Insurance), Asst. Mngr-Sales(Insurance) CTC Salary: 15000 -, 20000 per month (depends on interview& experience in life insurance sales also) Job Description: Training team of sales officers, and help them develop business for insurance. Achieving monthly sales

  • Training & managing team of Relationship executives/officers for Life Insurance (Venue Sales). Achieving monthly sales targets for life insurance through team. Candidate Criteria: Graduate/Post Graduate with Exp. in Life insurance venue marketing/sales. Target Oriented

  • Training & managing team of Relationship executives/officers for Life Insurance (Venue Sales). Achieving monthly sales targets for life insurance through team. Candidate Criteria: Graduate/Post Graduate with Exp. in Life insurance venue marketing/sales. Target Oriented

  • Company: Leading General Insurance Brokers Ltd Role: Corporate Sales Position: Multiple (From Middle level to Senior level) Territory mapping with market segmentation of different LOB for corporate sales Follow up with the corporate clients

  • To recruit team of Insurance Advisors as per the corporate strategy To ensure and maintain levels of productivity as prescribed To focus on and develop various business segments as per the sales strategy To train IAs with the help of training team To uphold the brand image and ensure compliance

  • logistic support etc. - Effective Pre & Post sales service to all business partners - Monitoring the sales practices of the sales force of Business Partners Below are the eligibility criteria for the same: - Minimum qualification in Graduation - Minimum 2 years of experience (Insurance / finance

  • logistic support etc. - Effective Pre & Post sales service to all business partners - Monitoring the sales practices of the sales force of Business Partners Below are the eligibility criteria for the same: - Minimum qualification in Graduation - Minimum 2 years of experience (Insurance / finance

  • 5-10 yrs experience out of which Agency recruitment/ management experience of at least 2 years. GI/LI experience preferred, Job Responsibilities Must have the ability to recruit and license Insurance advisors, drive the team of these advisors to generate business and expand the business. Achieve

  • 1. Recruitment a. Manpower search through job portals, screening and scheduling candidates with stakeholders. b. Maintain MIS and funnel track for recruitment. c. Vendor management and liasoning with stakeholders to schedule candidates 2. Offer a. Checking documentation and compliance check for releasing of offers to selected candidates b. Processing offer letter to new employees and liason with ...

  • in the branch. To ensure client service standards are met & delivered to all categories of the clients. This role is accountable for general administration of branch which includes Up-keeping of Accounts/Records and Cash Management. candidate criteria: Candidate with 4-6 years exp. in Life Insurance venue

  • Job Summary: This job is responsible for giving presentation to walkin venue clients regarding their financial planning needs. Analyzing financial needs of the customer and suggesting them best available product. Maintaining good relationship with clients and providing timely services. Key Responsibility Area: -To meet and greet walkin venue clients -To give proper financial presentation to all walk in ...

  • Job Summary: This job is responsible for giving presentation to walkin venue clients regarding their financial planning needs. Analyzing financial needs of the customer and suggesting them best available product. Maintaining good relationship with clients and providing timely services. Key Responsibility Area: -To meet and greet walkin venue clients -To give proper financial presentation to all walk in ...

  • Giving presentation to walk-in clients regarding financial planning. Developing business (through in-house sales)by acquiring new clients. Acquire new clients through venue sales(In-house Sales) candidate criteria Graduates (Fresher/Experienced) with professional attitude. Excellent communication skills & presentation skills in Hindi and Gujarati. Growth-oriented, target-oriented ...

  • Giving presentation to walk-in clients regarding financial planning. Developing business (through in-house sales)by acquiring new clients. Acquire new clients through venue sales(In-house Sales) candidate criteria Graduates (Fresher/Experienced) with professional attitude. Excellent communication skills & presentation skills in Hindi and Gujarati. Growth-oriented, target-oriented ...

  • Relationship executive Relationship Officer Job Description: Attend walk-in clients, give them presentation about financial planning collecting documents from clients acquiring new clients for business development Candidate criteria: Graduates with good communication and presentation skills

  • To ensure proper handholding support to all new joinees and maximize productivity of all the reporting team members in the Branch. To achieve the monthly Margin & Volume targets set for the branch by implementing best practices like Portfolio Review & Financial Assessment. To ensure that team members follow all processes related to client meeting, DAR & lead management. To formulate sales strategies to ...

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