Interview for the Post of Wealth Planning Officer - Nagpur, Nashik
Placement India
Nagpur, India
3d ago

Direct Channel)

1. Educate the Customer about the product

2. Cold calling to arrange meetings with potential customers to prospect for new business

3.Close the leads assigned by the call center team

4. Activation of Maximizer and Daily follow up and lead updation in Maximizer

6.Collection of Renewals

7.Attending team meeting and sharing best practice with colleagues

8. Willingness to travel

9. Comfortable with field work

Designation : - wealth planning officer / client service manager

CTC- 2.50-2.80+ Incentives

Education : Graduate / Post Graduate

Function : Sales

Experience : Candidate with 1-6 years of Experience can apply / Freshers with Good Communication skills can apply.

Key Skills

  • Bussiness Development
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