Friday, 10 February 2017

jobs at tata AIA life insurance Opening for Wealth Planning Officer (wpo) - Coimbatore

Job Description
Key Result Areas 
 tata AIA life insurance :APPLY NOW 
Sales: 

Achieve the Productivity & FYP Targets
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 rate

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 TALIC code of conduct


Salary: INR 1,50,000 - 2,50,000 P.A
Industry: Insurance
Functional Area: Sales, Retail, Business Development
Role Category: Sales Executive/Officer
Role: Sales Executive/Officer
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