21 Mar

Requirement For The Post Wealth Planning Officer Delhi - Delhi - Rojgari Placements Pvt Ltd

Rojgari Placements Pvt Ltd as the company that open the jobs vacancy, have some qualification and spesification especially for the Requirement For The Post Wealth Planning Officer Delhi jobs vacancy. To find out more information and about qualification and spesification details, walkin interview schedule, the address of the company, the company contact info (email/phone number) of Rojgari Placements Pvt Ltd company, please start to apply for the job vacancy with fill the jobs application with click the 'Apply This Job' button below.

SkillSet: "fresher", "sales", "marketing". Dear Candidate We have a requirement for the post of Wealth Planning officer for leading group of insurance industry. Job location : - Delhi/ Gurgaon Position: Wealth Planning officer Job Profile: Sales Leads will be provided by the company. 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 code of conduct. Interested candidates may send their CV on [email protected] or may contact on below mentioned contact details. Shruti HR Executive Rojgari Placements Pvt. Ltd.


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