CMS Insurance Brokers Pvt.Ltd

Nehru Place, Delhi

Visit, follow and close the leads provided by the company within thespecified timeframe Visit potential customers for new business Design and implement effective marketing strategies to sell medicalproducts of the company Provide customers with quotations Negotiate the terms of an agreement and close sales Gather market and customer information and provide feedback on buyingtrends Represent your organization at trade exhibitions, events anddemonstrations Identify new markets and business opportunities Review your own sales performance Proven experience as a Medical sales representative

Visit potential customers for new business Design and implement effective marketing strategies to sell medical products of the company Provide customers with quotations Negotiate the terms of an agreement and close sales Gather market and customer information and provide feedback on buying trends Represent your organization at trade exhibitions, events and demonstrations Identify new markets and business opportunities Review your own sales performance Proven experience as a Medical sales representative

Assistant Executive- Job DescriptionCalendar Management: Scheduling and coordinating meetings, appointments, and events for the executive. Managing the executive's calendar, ensuring optimal use of time and prioritizing tasks.Communication Management: Handling and prioritizing emails, phone calls, and other forms of communication. Drafting and preparing correspondence on behalf of the executive.Travel Coordination: Making travel arrangements, including booking flights, accommodations, and transportation. Creating detailed itineraries and ensuring travel plans align with the executive's schedule.Document Preparation: Drafting, editing, and proofreading documents, reports, and presentations. Compiling information and data as needed for various reports and presentations.Meeting Support: Attending meetings, taking minutes, and summarizing key points. Coordinating logistics for meetings, including room setup, audiovisual equipment, and catering.Project Management: Assisting in the planning and execution of special projects as assigned by the executive. Tracking project timelines and ensuring deadlines are met.Information Management: Managing and organizing documents, files, and information. Ensuring that information is easily accessible and up-to-date.Gatekeeping: Screening and managing incoming calls, emails, and visitors. Prioritizing and filtering information for the executive.Expense Management: Managing and reconciling expense reports. Tracking and organizing receipts and financial documentation.Relationship Management: Building and maintaining relationships with internal and external stakeholders. Serving as a liaison between the executive and other team members or departments.Confidentiality: Handling sensitive information with the utmost confidentiality and discretion.Problem-Solving: Anticipating challenges and proactively addressing issues as they arise. Providing solutions to problems.

1. To be successful in this role, candidate should be proactive, meet deadlines and communicate effectively.2. Candidate should be able to identify and address the needs of senior managers and perform administrative tasks to ensure our companys workflow runs smoothly.3. Suggest more efficient ways to run the office and troubleshoot malfunctions4. Excellent communication skills including presentation, persuasion, and negotiation skills required in working with guests, vendors, and coworkers and including the ability to communicate effectively and remain calm and courteous under pressure.5. Verbal & Written Communication & interacting both with international & Indian customer.6. Works collaboratively in a team environment with a spirit of cooperation and as a relationship builder7. Cataloging and distributing information, assisting top-level business staff and arranging schedules.8. Well-developed communications and reading skills and knowledge of grammar, spelling, and punctuation.9. Assistants with a relevant background & great understanding of business operations and may make a greater number of informed decisions.10. Able to use Outlook, Word, Excel and Power Point to produce materials for internal and external meetings and conferences11. Responsible for setting up and managing both electronic and paper filing systems, as well as taking steps to maintain that the company is in compliance with all applicable record-keeping

a) Visit potential customers for new businessb) Visit, follow and close the leads provided by the company within the specified timeframec) Design and implement effective marketing strategies to sell new insurance contracts or adjust existing onesd) Provide customers with quotationse) Appraise the wishes and demands of business or individual customers and sell the suitable protection plansf) Negotiate the terms of an agreement and close salesg) Gather market and customer information and provide feedback on buying trendsh) Represent your organisation at trade exhibitions, events and demonstrationsi) Identify new markets and business opportunitiesj) Review your own sales performancek) Proven experience as an insurance sales representative

a) Manage all accounting transactionsb) Accounting in tally, busy, quick books etc. c) Prepare management information reportsd) Publish financial statements in timee) Handle monthly, quarterly and annual closingsf) Reconcile accounts pay able and receivableg) Online bank paymentsh) Compute taxes and prepare tax returnsi) Manage balance sheets and profit/loss statementsj) Audit financial transactions and documentsk) Comply with financial policies and regulations