Minimum Education Qualification: Graduation.1-3 years experience in Sales in Financial Services / Education / MFI / Mortgages / SME loans / Insurance
Recruitment of financial advisors on commission basis and generate the business.Delivering consistent sales output utilizing your management & monitoring
Senior Relationship Officer-Maintains a loan and credit card portfolio that includes gathering relevant financial data and maintaining customer relationships.
Develop various sources of recruiting 8 to 10 financial advisors, Team Handling and motivate agents to achieve sales targets, Industry Insurance Functional
A collection of duties and/or responsibilities assigned) Will manage team of 6-7 DCDM on-role employee Advisors and financial consultant Act as a mentor, coach
Be an ambassador of data analytics, assist with developing and delivering strategic analytics platform, train, and support users in adopting analytics
Assisting in the development of new products across various business verticals and insurance product lines and supporting the partnerships team with
AM for the purpose of reporting performance, clarifying concerns, and seeking feedback and support. Manager for the purpose of settling issues left unresolved
Process various transactions for Annuities and investments. Processing the Death of the Annuitant in the system as per the request coming from Bene or
Lead and implement the CRM processes & sales tools to be used across the company. The Assistant Manager will be responsible for the production and
Ensure Business Growth and achieving annual sales targets. Ensuring that the process are delivering their intended outputs. Ensuring & Promoting customer focus
Help prepare IM / IMF / Broker for customer meetings. For eg provide IM / IMF / Broker vital information about the prospect (in case of BI / NRI prospect) and
Job Description : Creating business development plans and forecasting sales targets and growth projections Researching, planning, and implementing new target