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Team Lead

Karnataka, India · 정규직

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Initiate and conduct daily sales calls aimed at financial planning consultations with clients.
Secure customers and achieve the targeted premium amounts.
Provide comprehensive product information to customers.
Track and act upon prospect and customer leads supplied by the company to generate new business or cross-selling possibilities.
Promote cross-selling and upselling of products among existing customers while building their portfolios.
Maintain customer relationships to guarantee persistence and timely policy renewals.
Comply with all sales processes, operational procedures, underwriting and compliance standards; ensure precise data recording.
Meet all sales and distribution, as well as financial key performance indicators established for the position.
Follow the prescribed sales methodology alongside Anti-Money Laundering (AML), Know Your Customer (KYC) protocols, corporate conduct codes, and company regulations.

영업 관리 재무 계획 고객 확보 고객 관계 관리 데이터 정확도 업셀링 Cross-selling Compliance Adherence KPI Achievement KYC procedures aml guidelines