Recruiter Logo
Now Apply on the Go!
Download updazz Jobseeker App and get a seamless experience for your job-hunting
20/10 Nishat Khan
Partner at N K Placements

Views:113 Applications:0 Rec. Actions:Recruiter Actions:0

Wealth Planning Officer - Insurance (0-4 yrs)

Hyderabad Job Code: 2536

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.

Add a note
Something suspicious? Report this job posting.