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
Prepare monthly and annual action plans to achieve his/her goals Ensuring adherence by PFAs to the Sales process as mandated by the company Motivating and
Recruit a team of Insurance Advisors Answering client questions about insurance terms, products, prices, and availability Responsible for selling products and
Develop various sources of agent hiring & build a team of agent & agent pipe line Conduct activity to enhance existing agent footfall to generate fresh
The position holder will be managing a team of 5-6 individuals Build and manage productive, professional relationships with clients Accurately plan, forecast
We are looking for an insurance sales manager to be responsible for managing policy sales and overseeing the sales team. The responsibilities of an insurance
The main function of an Events Marketing Executive is to attract new business. candidates considering Events Marketing as a career must be able to approach
Generating leads Meeting or exceeding sales goals Helping determine pricing schedules for quotes, promotions, and negotiations Preparing weekly and monthly
Provide needed support and training to our financial advisors and individual advisors. Make sure they understand our insurance products, sales methods, and
a) Acquisition of Current and Savings Account in the identified segment and reference generation from the specified catchment area b) Ensuring high quality of
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
Sales Executive/ Manager a) Visit potential customers for new business b) Visit, follow and close the leads provided by the company within the specified
1. Accounting - Manage daily accounting and month-end financial closing activities. 2. GST linked activities - Manage monthly GST filling. 3. Planning and
Should have minimum 1 year sales experience in any of insurance channels. .Looking candidates from insurance, banking, pharma,retail, telecome and other sales
1. Experience in same trade marketing, Channel Sales and direct sales etc. 2. Market Knowledge with competition updates. 3. Plan for Business development in
• Contacts prospective clients about insurance products and policies. • Explains various insurance policies and products to potential and existing clients.
•Recruit sales advisors •Drive sales lead generation from advisors •Drive sales closure on sales leads •Ensure insurance sales •Maintain lead data
Responsible ::::: .Agent Recruitment * Agent Development * Meet Business targets * Customer Centricity Key Responsibilities: .Agent Recruitment * Develop
1.Review and understand the request 2. Perform the required financial transaction for customer accounts as asked in the request 3. Complete the tasks assigned