Posted:6 days ago|
Platform:
Work from Office
Full Time
Roles & Responsibilities: • 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
Vrinda Global
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