Partner at N K Placements
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Wealth Planning Officer - Sales - Life Insurance (0-4 yrs)
Wealth Planning Officer (TATA AIA Life Insurance Co. Ltd)
Job Description:
1) Achieve the Productivity & FYP Targets.
2) Acquire New Customer through following:
a) Natural market.
b) References from customers.
c) Up- sell & Cross Sell the Orphan Base of Customers allocated.
3) Ensuring timely issuance of policies by resolving pending etc.
4) Render service to all allocated customers.
5) Adhere to the customer touch-point engagement in order to service his portfolio of customers.
6) Maintaining the desired persistence rate.
7) Implement and adhere to Need Based Selling Model.
8) Adhere to Activity management framework advised.
9) Follow - up on their database / leads provided by Lead Management System Orphan/ New Prospects.
10) Update the LMS (Lead management System) on a daily basis.
11) Adhering to the Training Road map.
12) Providing timely reports to the Supervisor / Area manager as per the requirement.
13) Adhering to the TALIC code of conduct
Salary: 21,000 - 24,000 per month
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