Partner at N K Placements
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Wealth Planning Officer - Insurance (0-4 yrs)
Wealth Planning Officer (TATA AIA Life, Hyderabad)
Job Description
Achieve the Productivity & FYP Targets
Acquire New Customer through following:
Natural market
References from customers
Up- sell & Cross Sell the Orphan Base of Customers allocated.
Ensuring timely issuance of policies by resolving pending etc
Render service to all allocated customers
Adhere to the customer touch-point engagement in order to service his portfolio of customers.
Maintaining the desired persistency rate
Implement and adhere to Need Based Selling Model.
Adhere to Activity management framework advised
Follow - up on their database / leads provided by Lead Management System (Orphan/ New Prospects.
Update the LMS (Lead management System) on a daily basis.
Adhering to the Training Road map.
Providing timely reports to the Supervisor / Area manager as per the requirement.
Adhering to the TALIC code of conduct
It is a field sales work and sales out the life insurance products only.
Selection Criteria:
Graduate Candidate with minimum 1 year of sales experience or MBA with specialization of Marketing only.
Candidates from life insurance background will be preferred.
Candidates working with direct sales channels will also be preferred.
Good communication & convincing skills.
Good relationship building skills.
Willing to travel within city.
This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.
