with relevant comments/remarks for future reference To guide clients in the gathering of information/documents required such as bank account records, income tax returns, life and disability insurance records, pension plan information, and wills, etc. To conduct and assist in organizing seminars, workshops
in sales Drive this business in the respective cluster. Responsible for overall growth and success of the business in the cluster. Oversees the performance of the Housing portfolio of his/her cluster in terms of growth (amount and client base) and productivity of Loan officers by guiding them and carrying
Branch Development Manager, Assistant Manager Grade/Level Assistant Manager Department Agency Sales Location Mumbai Business Edelweiss Tokio Life Insurance Number of Units in Business NA Total Headcount (Direct) Supervised 17 Total Headcount (Direct / Indirect) Supervised 222 Organizational
of the customer by providing other products -enhancement of customer value Maintainscomplete relationship record for assigned customer accounts. Penetrationof group/ family account of the existing mapped base. Trackscustomer complaints/ queries and turnaround times for customer satisfaction Plansand conducts Job Requirement: Good communication and presentation skills. Willing to travel extensively within ...
update. Guiding the team to achieve the goal. Functional Competencies : Good understanding of Life Insurance. Knowledge of MS office tools. Well versed with products and markets Need based solutions. Behavioral Competencies : Team player Leadership skills Good communication skills Ability to deliver