1 Years
Bangalore
Job Description
- Search, identify & conduct daily sales calls for financial planning sessions with clients
- Acquire customers and generate the targeted amount of premium - Deliver Complete Product Information to Customers
- Monitor & fulfill prospect and customer leads provided by the company for new business or cross sell opportunity
- Cross sell and upsell products to existing customers & build portfolios
- Manage the relationship with customers to ensure persistency & renewals
- Ensure adherence to all sales systems, operational, underwriting, compliance guidelines & ensure accurate data capture
- Ensure the delivery of all S&D and financial KPI defined for the role
- Ensure adhere to the defined sales process, AML & KYC guidelines, code of conduct & rules of the company
- Report and highlight any violation of sales, compliance, HR guidelines to superiors
Salary | 1 Lac 25 Thousand To 3 Lac P.A. |
Industry | Public Relation |
Work Experience | 1 Years |
Qualification | B.Com, B.Sc, B.Tech/B.E, M.B.A/PGDM |
Key Skills
Company Profile