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114 jobs found for Wealth Planning Officer - Agency Sales Mumbai

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  • responsible for marketing of financial products, primarily Life Insurance, health Insurance, etc. responsible for Financial Planning, Investment Planning, and Tax Planning, Insurance Planning for HNI, NRI & Corporate Clients Fresh Client Acquisition and Client Retention. Generating new business ) He /She Should have minimum 5 year experience in Insurance Industry. 2) He /she should have experience in selling ...

  • 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

  • to their requirements from all liabilities products. > Formulating the strategies / financial planning to increase client base. > Maintaining long term relationships and deepening relationships with existing High Net Worth customers so as to increase revenue base for the company. > Cross-sell products and services

  • Help build long term valuable Agency business by recruiting and developing the right "Life Advisors- Protection", who are distinguished by meaning and purpose to protect. Achieving business targets through retail distribution and by finding, winning & retaining customers. Key Responsibilities ...

  • by meaning & purpose to protect - meeting ideal LA specifications * Develop various sources of LA hiring, including Conducting local activities & passionately promoting Agency as a career. Coaching, developing and supporting Life advisors: * Ensuring that the new LAs pass IRDA exam and have good Company &

  • Building the team of development managers. Motivating, mentoring and guiding the team. Creating the business plan and help the team to achieve it. Functional Responsibilities: Maintain the revenue targets and persistency targets of the organization Handle Complaint & Resolution of Employee, PFA ...

  • 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

  • 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

  • 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

  • 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

  • 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 achieving predefined sales target and growth. 11) Forecasting and planning monthly & quarterly sales targets and executing them in a given time frame. 1) Channel Management: Can develop and appoint new business partners to expand product reach in the market and working in close interaction with the dealers and distributors to assist them to promote the product 2) develop substantial leads on his/ her ...

  • 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

  • take care of the sales with focus on achieving predefined sales target and growth. 11) Forecasting and planning monthly & quarterly sales targets and executing them in a given time frame. 12) Channel Management: Can develop and appoint new business partners to expand product reach in the market

  • of the sales with focus on achieving predefined sales target and growth. 11) Forecasting and planning monthly & quarterly sales targets and executing them in a given time frame. 12) Channel Management: Can develop and appoint new business partners to expand product reach in the market and working in close

  • Strategize and interact closely with the supervisor on delivering on Business nos. To develop and implement short term and long term plans to achieve sales targets Providing timely reports to the Supervisor / Area manager as per the requirement. Ensuring compliance to internal sales process

  • Sales and Marketing Job Purpose: Provides first-class service in order to push the sales of a certain product/Services. Acts as an intermediary between company and clientele. Makes necessary phone calls and meetings to help sales. Allows people to make inquiries as necessary. Sales and Marketing

  • Consultant Functional knowledge & technical ability 1. Understanding of Lead Generation process & Presales workflow 2. Ability to meaningfully engage with customers and build relationships 3. Needs to have hands on knowledge of MS Office Tools. 4. Knowledge of CRM systems (SFDC) will be an added Work experience (if applicable) Educational qualifications 1. Graduate degree / diploma – Any specialisation 2. Good ...

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