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71 jobs found for Wealth Planning Officer - Agency Sales Chennai

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  • Client Acquisition & Revenue Generation Through Sale Of Liability Products Including Insurance(Li & Non Li) MF, PMS Bonds, Gold ,Real Estate To HNI Clients. Preparation & Execution Of Financial Planning. Risk Profiling Of Existing & new Clients

  • Job Role and Responsibilities: > To do the entire portfolio management of your client. > Performing need analysis of the client's requirement and doing there financial planning / wealth management. > Managing and improving relationship values with existing customers > Become a trusted client

  • Tracks customer complaints/ queries and turnaround times for customer satisfaction • Plans and conducts special sales initiatives and events for prospective and existing corporate ...

  • providing timely feedback. *Coach LAs on the importance of quality of advise and quality of sales. *Achievement of monthly, quarterly & yearly business plans. *Ensuring high quality of Advice and Sales through a strong Mindset of Quality, Customer centricity & Protection orientation ...

  • and subsequently engage, motivate and develop them to do better- through providing timely feedback. * Coach LAs on the importance of quality of advise and quality of sales. Meet Business Targets: * Achievement of monthly, quarterly & yearly business plans * Plan and complete at least 3 genuine sales/ recrt calls

  • the project progress. 6. Study the deficiency in projects planning & progress and report the same to Project Manager. 7. You will be required to use following softwares: Primavera, MS Project , Other Reporting Softwares and basic office tools. 8. BE / BTech in Civil with 12-15 years of experience in Planning in Thermal Power Projects. 9. Must have experience in scheduling of projects in MS Projects / Primavera. 10 ...

  • Resolution of Employee, PFA, Policy Holder Maintain the defined Login vs Issuance rate Maintain the PFA activation rate, percentage of club qualifiers Planning for daily, monthly and yearly activity. Monitoring the activities on daily basis. Training and inputs to the team. Directing and controlling

  • on daily basis. Training and inputs to the team. Directing and controlling the team. Helping in resolving the issues. Interacting with senior management for resolution of critical issues. Advising the agency force with the regular update. Guiding the team to achieve the goal. Functional Competencies ...

  • 1. To be a key planner, strategist & implementer with demonstrated abilities in devising sales and marketing activities and accelerating the business growth. 2. Building Distribution Network : Build a robust and profitable distribution network of Advisors & FLS. 3. Productivity & Activisation

  • relevant channels through the distributors sales force per Company guideline Achieve merchandising and display of company products according to companys guidelines and standards. Implement and monitor promotions and produce reports as required. Ensure continuous development of the assigned area

  • Job Description Position: Sales Manager - Tied Agency Channel, • Min Graduate with min 6months of experience in sales • 30% hike on last salary guaranteed • Max Salary 1.5 to 3.5 lacs • Required: 10+2+3 or graduates, localites, open to frontline sales • JOB DESCRIPTION: - • 1. Building Agency Requirements QUALIFICATION : Graduate / Post Graduate EXPERIENCE : min 2 yrs exp in any sales CTC : Upto 4.0 lac + Incentives + Allowances

  • Member Management and Reporting so as to develop and maintain sales levels of the Program as per agreed Business Plans and Policies of the Company Interested Candidates can directly Walk-In – at the below address:- M.Ganesh-HRD, Newstar Leisure Concept Pvt. Ltd. 571/2, G-A , DMS Bus stop, Behind Planet The JOB AD is posted DIRECTLY BY THE COMPANY DIRECT EMPLOYMENT WITH THE COMPANY TEAM LEADER/ ASSISTANT ...

  • The JOB AD is posted DIRECTLY BY THE COMPANY DIRECT EMPLOYMENT WITH THE COMPANY TEAM LEADER/ ASSISTANT MANAGER /MANAGER - To handle Outbound Telesales Team- Branch (call the hrd mobile 98. 40 48 66 84 . for immediate walk in and interview Location – Office Behind - IGP Bus stop, Kottivakkam. The JOB AD is posted DIRECTLY BY THE COMPANY DIRECT EMPLOYMENT WITH THE COMPANY TEAM LEADER/ ASSISTANT MANAGER /MANAGER - To ...

  • Responsibilities and Accountability 1. Overall In-charge of the Program with direct responsibility of Sales Targets, Cost Control, Program Profitability, Team Management, Member Support & Service, Client Management (Restricted to Management Level)and Quality control. 2. Familiarization and knowledge of all TL/ ASM/ MG- Tele Sales team Handling (Chennai ) Vacant Position – TL / ASM/ MG Location - Kottivakkam- IGP (Tamil ...

  • Tracks customer complaints/ queries and turnaround times for customer satisfaction • Plans and conducts special sales initiatives and events for prospective and existing corporate. Job Requirement: • Should have sales orientation • Portfolio Management • Customer retention • Cost efficiency

  • complaints/ queries and turnaround times for customer satisfaction Plans and conducts special sales initiatives and events for prospective and existing corporate. Job Requirement: Should have sales orientation Portfolio Management Customer retention Cost efficiency through process An immense

  • complaints/ queries and turnaround times for customer satisfaction Plans and conducts special sales initiatives and events for prospective and existing corporate. Job Requirement: Should have sales orientation Portfolio Management Customer retention Cost efficiency through process An immense

  • complaints/ queries and turnaround times for customer satisfaction Plans and conducts special sales initiatives and events for prospective and existing corporate. Job Requirement: Should have sales orientation Portfolio Management Customer retention Cost efficiency through process An immense

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