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
Desired Candidate Profile
Experience
0 - 3 years
Company Profile
Contact Details
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