...As a Financial Planning Manager in the Direct Channel your primary role is to guide clients in achieving their financial goals through personalized financial planning and strategy development. You will work closely with clients to understand their needs offer tailored solutions...
...professional, and caring environment where you can thrive from financial professional roles to corporate Create a squad of financial experts... ...potential customers are negotiated. - Making monthly and hourly reports. - Giving sales talks to different potential customers. -...
...maximum output from the Intermediary team. - Advise customers on the financial investment policies that best suit their needs - Customize... ...applications, issue quotes, maintain client records, and prepare reports - Keep abreast of industry and market trends and best practices...
...establish new agency channels. - Identify and recruit talented financial advisors to join your agency network of yours - Conduct interviews... ...agency partners, clients, and internal teams. - Prepare regular reports on the agency's performance, sales achievements, and market...
...by successfully managing the sales team - Hire, train, motivate and advise a team of sales representative - Recruitment of potential financial advisors and Leaders - Relationship management with the stakeholders - Maintain persistence for the policies procured by the team of...
...CTC: 2.50 LPA Incentive
Key Responsibilities:
Recruiting and building a highperforming distribution network to Financial Consultants (FCs)
Training motivating and driving these certified financial consultants (agents) to sell insurance
Meeting...
...Job description : Roles : - Recruiting a team of financial advisors on commission basis. - Provide them for training regarding the products. - Identifying the prospective customers. - Make them aware of the role. - Motivating them to generate the business. - Ability to understand...
...Coordinate with supervisor and team to identify problem areas and work on better ment of the process .
Sending Visit Reports on the same day .
Keeping close track of the competitor’s activity and updating th e supervisor immediately.
Should...
...activities - Attend training and development sessions to stay up-to-date with product knowledge and sales techniques - Submit regular reports on sales activities and Archive Monthly yearly target - Age: 21-38 Years - Expr: Required +1 years Banking & Insurance Sales or Field...
...Resources Information System) by entering data accurately and ensuring data integrity.
9. Support the HR team in preparing various HR reports and presentations.
10. Contribute to special HR projects and initiatives as needed.
Qualifications:
1. Currently pursuing BBA/...
...activation, primarily BTL, in conjunction with the internal teams Manage the sales administration function, and operational performance reporting, streamlining processes and systems wherever possible and advising senior management on maximizing business relationships and...
...patterns and rivalry in the market. - Work together with other departments to improve the clientele's experience. - Create forecasts and reports on sales. - Attend conferences and events in the industryCandidate Requirement: - Local applicants are hired first.- Possess strong...
...departments. 6. Keep abreast of rivals and market developments to spot fresh business prospects. 7. Regularly update management with reports on sales activity, developments, and projections. Candidates Requirements : - Graduation is mandatory - Minimum 2 years of experience...
...communication culture. - Set clear team goals. Delegate tasks and set deadlines. - Oversee day-to-day operation. - Monitor team performance and report on metrics. - Motivate team members. - Discover training needs and provide coaching. - Listen to team members' feedback and resolve...
...closely with the Academic Team and Talent Acquisition team to handle the Tutors’s training and recruitment process.
~Maintain and track reports for teacher’s performance and utilization.
~Training the tutors on various delivery and technical aspects, including the use of LMS...
...Partner is a must for RSM. - In charge of collecting money from channel partners in accordance with corporate policies. - Submitting reports to the manager of national sales. - Maintaining an up-to-date customer database and following reporting guidelines are crucial. - Travelling...
...ensure that all policies sold are in compliance with the company's policies and regulatory requirements. - You will be responsible for reporting your sales activities, customer interactions, and other relevant information to your superiors. - You will need to continuously...
...Reporting to the Principal and management committee of the school you will be responsible for enhancing the image of the school and student excellence.
Candidate Profile / Role & Responsibilities: Accomplished educationist and strategic leader with experience in managing...
Rs 4.8 - 8.4 lakhs p.a.
...Role & Duties:
# Managing production / project execution activities efficiently.
# Assigning work to subordinates (workers) and reporting daily output to MD
# Maintaining & improving quality of production.
# Tracking & continuous improvement in process time, suggesting...