Experience:0 - 2 Years
Location:Chandigarh
Education:UG - Any Graduate - Any Specialization
PG - Any PG Course - Any Specialization,Post Graduation Not Required
Industry Type:Banking/Financial Services/Broking
Role:Sales Exec./Investment Advisor
Functional Area:Banking, Insurance
Desired Candidate Profile
Financial Planning of all respective clients
Selling all investment product by INDOOR SALES CONCEPT
Venue
BAJAJ CAPITAL Ins.Bro.LTD
1st Floor,sco-341,Sec-35 B,Chandigarh
Job Description
Post Resume & Attend Major Walkins held in your city.
- Click here !-
KRA:
01. To achieve individual targets fixed by Venue Manager;
02. To achieve distinction in individual appraisals;
03. To take 5 references from one family and work towards calling them in the venue;
04. To check and collect documents from the clients and also ensure timely issuance of insurance policy;
05. To collect premium amount from the clients and timely deposit the same to Operation Executive/ Venue Manger on daily basis;
06. To submit Weekly Report/ List to Venue Manager detailing total number of clients and premium amount collected in a particular week;
07. To provide personalized Claim Settlement Services to the clients;
07. To provide clients comprehensive financial planning advice along with Bonds, Post Office Schemes, General Insurance etc.;
08. To make direct calls and generate business through referencing and corporate clients.
Keywords : WALK IN INTERVIEW - 16th -20th April 2011
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