Wealth planning Officer

TATA AIA Life Insurance Co. Ltd

Wealth planning Officer

  • Location Kolkata
  • Exp. 2 - 5 years
  • Salary ₹ 21,000 - 24,000 Per Month ( 2.52 - 2.88 Lacs Per Annum )
  • Education Graduate
  • Gender Male/Female

Preferred Skills

Sales Insurance Sales & Marketing Banking Product Sales
Hiring Industry

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 2 year of any Sales Experience (except telesales)
  • 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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