Prepare financial statements for the branch.
Manage employees and lead day-to-day responsibilities.
Recruit and interview new employees.
Assist with customer service to ensure overall customer satisfaction.
Oversee reports for budgets an...
To recruit, engage and launch BMs
To ensure that BMs recruit, appoint and train PFAs
Conduct regular BM and PFA meetings and update them on new earning opportunities and enablement initiatives
Ensure BMs and PFAs are adequately trained by t...
...<span>customer events, HNI priority etc.
11. Grow the representation of advisors and BA’s from his location on Conventions, MDRT,
and </span><b>R&</b><span>R etc.
12. Ensure the desired product mix of the Branch
13. Deal with and es...
Increasing Distribution through Coding of new Partners & increasing LA base
-Pragati Promotion
-SAP / CAP Creation
-Partner Promotion
-Handhold & Coach Distribution for Recruitment
-Minimum Distribution Criteria of 8:80
Meet the budgeted...
To generate leads through activities and use enablers for lead generation
To have minimum of 3 new customer meetings in a day
To provide after sales service and do up selling with the existing customers
To ensure 100% branch staff activatio...
To generate leads through activities and use enablers for lead generation
To have minimum of 3 new customer meetings in a day
To provide after sales service and do up selling with the existing customers
To ensure 100% branch staff activatio...
Develop marketing strategies and promote all types of new insurance contracts or suggest additions/changes to existing ones
Breed productive relationships to create a pool of prospective clients from various sources by networking, cold calling, u...
Requirement:
1.Age should be less than 35 years.
2.Should have credit life Business experience of atleast 1 years.
Good communication skill required
Candidate should be from insurance industry
Must know the basics of recruitment and sh...
To recruit, engage and launch BMs
To ensure that BMs recruit, appoint and train PFAs
Conduct regular BM and PFA meetings and update them on new earning opportunities and enablement initiatives
Ensure BMs and PFAs are adequately trained by t...
To recruit, engage and launch BMs
To ensure that BMs recruit, appoint and train PFAs
Conduct regular BM and PFA meetings and update them on new earning opportunities and enablement initiatives
Ensure BMs and PFAs are adequately trained by t...