HR Business Partner at StepUpFind
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Direct Sales Role - Life insurance (1-10 yrs)
Key Job Responsibilities
1. Acquire quality clients through networking, database, market intelligence and references from existing clients.
2. Generate Cross Sell revenue through Financial Planning.
3. Promote Focus Product of the month.
4. Induct new clients to the Central Dealing Desk for smooth interaction and services.
5. Conduct activities for Client Acquisition and Financial Planning.
6. Ensure compliance as per various regulator and organization guidelines.
7. Maintain the brand image of the organization.
8. Products like - M F, Insurance, Broking, FD, Bonds, PMS, FD and Wealth Mgmt Services.
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