Wealth Planning Officer in Pune

TATA AIA Life Insurance Co. Ltd

  • Upto 4 years Exp
  • ₹ 21,000 - 24,000
    per month
  • Age 21 - 32 Yrs
  • Graduate
  • Male/Female
  • Pune
Preferred Skills
Sales Insurance Sales & Marketing Banking Product Sales

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

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