Wealth Planning Officer

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TATA AIA Life Insurance Co. Ltd

Location Hyderabad
Exp. Upto 4 years
Salary ₹ 21,000 - 24,000 Per Month ( 2.52 - 2.88 Lacs Per Annum )
Education Graduate
Gender Male

Preferred Skills

Function

Sales

Hiring Industry

Insurance

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

Selection Criteria

Graduate Candidate with minimum 1 year of sales experince or Post Graduate Fresher
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

About TATA AIA Life Insurance Co. Ltd

Tata AIA Life Insurance Company Limited (Tata AIA Life) is a joint venture company, formed by Tata Sons Ltd. and AIA Group Ltd. (AIA).Tata AIA Life combines Tata’s pre-eminent leadership position in India and AIA’s presence as the largest, independent listed pan-Asian life insurance group in the world spanning 17 markets in Asia Pacific.Tata Sons holds a majority stake (74 per cent) in the company and AIA holds 26 per cent through AIA International Limited.

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