Wealth Planning Officer Jobs - Bangalore - Nextgen Hr Solutions
Job Description
Sales:
- Achieve the Productivity & FYP Targets
- Acquire New Customer through following:
- Natural market
- References
- Up- sell & Cross Sell the Orphan Base of Customers allocated.
- Ensuring timely issuance of policies by resolving pending etc
Relationship Management:
- 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 ratio
Customer orientation & reporting/ (MIS):
- 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
Required skills
- Exp-0.6 to 1 yrs
- CTC-20K excluding incentives and TAB will be given to the everyone
- Fresher-Any graduate or Undergraduate with 6 months experience in sales with proper documents.
- Two wheeler mandatory
Job Particulars
Role others
Education M Phil / Ph.D, B.Com, B.Pharm, BA, M.Com, M.Pharm, MA, BBA/BBM, BCA, BEd, BHM, BSc, MCA, MEd, MHM, MSc, MSW, PG Diploma
Who can apply Freshers
Hiring Process Written-test, Face to Face Interview, Telephonic Interview, Group Discussion
Employment TypeFull Time
Job Id238587
Job Category BSc/BCA/BBM , Others
Locality Address
State Karnataka
Country India
About Company
Taking HR to a level beyond just filling vacancies, NextGen HR solutions bring into effect transformation of companies by providing end to end solutions in Recruitment, bridging the gap between flourishing industries and qualified personnel.
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