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Business Plan Development Job Vacancies in Kozhikode

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  • 0 - 2 yrs
  • 4.0 Lac/Yr
  • Kozhikode
Field Sales Lead Generation Direct Sales Negotiation Skills
ndustry: EdTechCompany: IPCS Global SolutionJob SummaryThe Business Development Executive will be responsible for executing branch-level marketing initiatives, generating quality leads, and promoting IPCS Global Solutions EdTech offerings. This role involves extensive fieldwork, institutional outreach, and direct engagement with students and educational partners to strengthen market presence and support revenue growth through effective pre-sales and branding activities.Key Responsibilities Marketing & PromotionExecute all marketing and promotional activities for the assigned branch.Plan and implement branding, pre-sales, and promotional campaigns to enhance brand visibility and awareness.Distribute flyers, pamphlets, and company brochures in targeted locations.Institutional Engagement & Lead GenerationVisit colleges, institutes, and educational centers to promote company products and services.Conduct seminars, workshops, and awareness sessions in coordination with technical teams.Generate and collect maximum leads through institutional visits and field activities.Ensure timely and accurate handover of qualified leads to the sales team for conversion.Business Development SupportAssist the sales team with pre-sales activities and market insights.Identify new opportunities to expand the companys presence in the EdTech market.Build and maintain strong relationships with academic institutions and key stakeholders.Market Research & ReportingMonitor EdTech market trends, competitor activities, and customer preferences.Prepare and submit regular reports on field activities, lead generation, and performance metrics.Eligibility CriteriaOpen to male and female candidates, based on field and travel requirements.Strong communication, presentation, and interpersonal skills.Keen interest in building a career in the EdTech industry.Prior experience in marketing or business development is an added advantage.Two-wheeler preferred for local travel.Compensation & BenefitsIndustry-standard salary package.Attractive performance-based incentives.Career growth opportunities within a fast-growing EdTech organization.Job Types: Full-time, FresherBenefits:Flexible scheduleLeave encashmentPaid time offLanguage:English, Malayalam (Preferred)Work Location: In person
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  • 1 - 2 yrs
  • 2.5 Lac/Yr
  • Kozhikode
Client Management Sales Business Development Lead Generation
Job description:Pay: Salary + incentives based on performanceKey ResponsibilitiesSchedule and organize product demos through online sessions for both internal and external generated leads.Provide face-to-face product demonstrations on a case-to-case basis when required.Follow up with free-tier users, provide suitable plan recommendations, and convert them into paid subscription customers.Coordinate with the development team by sharing customer feedback and supporting product enhancement initiatives.Support the marketing team in positioning and promoting the product in the market.Maintain accurate records and adhere to daily, weekly, and monthly reporting structuresRequired Skills & QualificationsBachelors degree in Business, Marketing, or related field (preferred).0 - 2 years of experience in software sales, healthcare sales, or customer relations.Excellent communication and presentation skills.Good command of English and Malayalam.Basic understanding of CRM tools and online demo platforms.Self-motivated, goal-oriented, and able to work independently
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  • 1 - 2 yrs
  • Kozhikode
Microsoft Excel Channel Sales Leadership Lead Generation Presentation Skills Inside Sales Corporate Business Development Revenue Generation Product Promotion Cold Calling
Key Responsibilities:Identify, approach, and onboard new product owners/manufacturers in the consumables, grocery, jewellery, and EV sectors for integration with Amazon as third-party sellers.Conduct field visits and phone-based outreach to acquire and support sellers across Kerala, ensuring their successful onboarding and activation on the Amazon platform.Maintain strong relationships with existing sellers and product owners, ensuring efficient product listing, compliance, and operational support.Act as the primary point of contact between product owners and Amazon Seller Support, resolving issues promptly and ensuring smooth coordination.Conduct market research to identify emerging trends, new business opportunities, and competitor activities in relevant product categories.Develop and execute strategies to increase the volume, quality, and performance of product listings on Amazon.Prepare and deliver business proposals, presentations, and pitch meetings for potential partners and suppliers.Monitor and analyse sales performance data, prepare reports, and recommend improvements to enhance revenue growth.Collaborate closely with internal teams including logistics, marketing, and support to ensure efficient seller onboarding and partner satisfaction.Requirements:Bachelors degree in Business Administration, Marketing, or a related field.Proven experience in business development or sales, preferably in FMCG, retail, jewellery, or e-commerce sectors.Strong knowledge of sales processes, negotiation, and partnership management.Excellent communication In English, presentation, and relationship management skills.Self-motivated, target-driven, and capable of working independently and collaboratively.Willingness to travel across Kerala for field visits and seller acquisition.Candidates must have Two wheeler and Valid Driving License.Skills:Seller acquisition and relationship managementNegotiation and deal closingMarket research and competitor analysisProficiency in Microsoft office Suite and CRM ToolsKnowledge of e-commerce platforms (especially Amazon Seller Central) is an added advantageBenefits:Cellphone ReimbursementIncentivesTravel AllowanceJob Type: Full-time
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Business Development Manager

Skywings Advisors Private Limited

Lead Generation Retail Sales Sales Business Development B2B Sales Field Sales
Job Description: Agency Vertical This role primarily focuses on building and managing a network of insurance agents to achieve sales targets, drive business growth, and deliver excellent customer service. As part of our team, you will have the opportunity to work with a leading player in the life insurance sector and help individuals secure their financial futures.Key Responsibilities: Recruitment & Team Building: Identify, recruit, and develop a team of qualified insurance agents. Training & Development: Provide ongoing training and mentorship to agents to enhance their skills, product knowledge, and performance. Sales & Target Achievement: Drive sales efforts through team performance, setting and achieving monthly/quarterly sales goals. Relationship Management: Foster strong relationships with clients and agents, ensuring long-term retention and repeat business. Market Expansion: Promote and introduce insurance products to new clients and potential customers. Performance Monitoring: Regularly assess agents' sales performance and provide guidance to meet targets and improve efficiency.Skills & Qualifications: Experience: Minimum 1-2 years of experience in sales, preferably in the insurance/financial services sector. Leadership: Strong leadership and team-building skills, with a focus on motivating and guiding agents. Communication: Excellent communication and interpersonal skills to build relationships with agents and clients. Sales Oriented: A goal-driven individual with a passion for achieving sales targets. Education: Graduate or Post-Graduate degree (preferably in business or a related field).Compensation: CTC up to 4.50 LPA (Fixed + Incentives based on performance). Performance-linked bonuses and attractive incentives for exceeding targets.
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Microsoft Excel Presentation Skills Negotiation Skills Strategic Communication
Identify and develop business opportunities in the North Kerala region Build and maintain strong relationships with educational institutions & businesses Promote AISECTs skill development, training & education programs Generate leads, meet targets, and expand market reach Conduct presentations, meetings & follow-ups with potential clients Collaborate with internal teams to ensure smooth execution of projects
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Direct Marketing Marketing Consultant Retail Sales Corporate Sales Channel Sales Marketing Communication Direct Sales Lead Generation Sales Administration Insurance Sales Sales Consulting Inside Sales Negotiation Skills Convincing Power Cold Calling B2B Sales Sales Ability Sales Business Development Sales Communication Skills
Qualification: Plus Two and AboveFreshers / Minimum 2 years Sales experienceMinimum 2 years Experience in Home Decor, Interior and Wall Decor Industry will be more preferableAttractive Salary and Incentives package based on experience
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Hiring For Business Development Manager

Muthoot Risk Insurance & Broking Services Private Limited

Direct Sales General Insurance Sales Interpersonal Skills Marketing Communication B2B Sales
Sales of Retail Health Insurance Self Lead generation through various Activities Meeting Revenue Targets Month on Month
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Retail Sales Strategic Communication Lead Generation Direct Sales Field Sales Cold Calling Negotiation Skills Corporate Business Development Product Promotion Revenue Generation Microsoft Excel
Job Title : Business Development Executive (BDE)Qualification:UG/PGExperience level : 02-05 yrsTo manage and contribute overall business development and sales conversions of Aryamadom Pharmaceuticals Pvt Ltd across product categories in the assigned market. Including new client acquisition , sales conversion and payment coordination within the assigned territory. Develop and execute strategies to nurture and grow client relationships, ensuring long-term business partnerships. Collaborate with internal teams to customize solutions and services to meet client needs effectively. Lead negotiations for contracts, pricing, and service agreements, ensuring mutually beneficial outcomes. Stay abreast of industry trends, market dynamics, and competitor activities to inform strategic decision-making. Strong negotiation skills and the ability to close deals independently.
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  • 1 - 2 yrs
  • 2.5 Lac/Yr
  • Kozhikode
Microsoft Excel Retail Sales Strategic Communication Direct Sales Lead Generation Presentation Skills Inside Sales Field Sales
Business Development Executive ITLocation: Kozhikode Job Type: Full-TimeKey Responsibilities:* Market Research:Analyze market trends and identify potential clients in need of IT services and solutions.Keep abreast of industry developments and competitor strategies.* Lead Generation:Develop and implement strategies for lead generation through networking, cold calling, and attending industry events.Qualify leads and arrange meetings with prospective clients.* Client Relationship Management:Build and maintain strong relationships with clients to understand their IT needs and business challenges.Act as a trusted advisor, providing insights and recommendations based on industry best practices.* Proposal and Presentation Development:Prepare and present customized proposals that align with client needs, highlighting the value of our IT solutions.Collaborate with technical teams to ensure proposals are accurate and feasible.* Sales Strategy Execution:Develop and implement effective sales strategies to achieve revenue targets and expand our client base.Track sales performance metrics and report progress to management.* Collaboration with Internal Teams:Work closely with marketing, project management, and technical teams to ensure successful project delivery and client satisfaction.Share feedback from clients with internal teams to improve service offerings.* Continuous Improvement:Identify opportunities for process improvements and contribute to the overall business development strategy.Stay informed about emerging technologies and IT solutions to effectively communicate value propositions to clients.Qualifications:* Bachelors degree in Business, Information Technology, or a related field.*1-2 years of experience in business development or sales within the IT sector.* Strong understanding of IT services, software development, cloud solutions, and emerging technologies.* Excellent communication, negotiation, and presentation skills.*
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Communication Problem Solving Leadership Strategic Communication Presentation Skills Product Promotion
As a Business Development Executive you will play a key role in driving the growth of our business by identifying and developing new partnerships, generating leads, and converting them into our customers. You will be responsible for developing and implementing strategic business development plans, building relationships with customers, and achieving ambitious sales targets.Responsible for the growth of the department.Follow up on any sales leads, clearly providing pertinent facts.Use telephone, email, and internet contact to build and maintain strong connections with new and existing partners.Become a product expert and be able to effectively present the companys items to current and new customers.Key ResponsibilitiesBuilding relationships with customersAttend conferences, meetings, and industry events on behalf of the company.Following up with customersIdentifying opportunities for new business development through following up on leads and conducting research Managing the sales process to close new business opportunitiesBuilding strong relationships with the existing portfolioofclients
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Opening For Business Development Executive

AJ Disti India Private Limited

  • 0 - 3 yrs
  • 22.5 Lac/Yr
  • Kozhikode
Microsoft Excel Leadership Retail Sales Field Sales Lead Generation
Job Description: Branch In-Charge (CCTV Distribution Firm)Position: Branch In-ChargeLocation: [Insert Location]Type: [Full-Time]Job OverviewWe are seeking an experienced and dynamic Branch In-Charge to oversee our branch operations at [AJ Disti India Private Limited], a leading CCTV distribution firm. The ideal candidate will lead the branch staff, drive sales performance, and manage inventory while ensuring exceptional customer service and operational efficiency.Key Responsibilities Lead and Supervise Staff: Oversee branch employees, providing guidance and support to ensure a motivated team. Allocate Tasks: Assign responsibilities to team members based on individual strengths and branch needs. Drive Sales Performance: Monitor and enhance field sales activities to achieve and exceed sales targets. Manage Inventory: Efficiently oversee inventory levels of the branch, ensuring optimal stock availability and minimizing losses. Financial Reporting: Ensure accurate financial documentation and reporting to maintain transparency and compliance. Achieve Sales Targets: Set and pursue ambitious sales goals to drive revenue growth for the branch. Identify Opportunities: Actively seek out new business opportunities in assigned territory and client relationships to expand the customer base. Foster Teamwork: Encourage collaboration and effective communication among branch staff to enhance overall performance. Revenue Generation: Focus on maximizing overall branch revenue through strategic planning and execution. Performance Reporting: Prepare regular performance reports for senior management, highlighting achievements and areas for improvement.Qualifications Experience: Minimum of 1 year of experience in a relevant field, preferably in sales or branch management within the CCTV or security systems industry. Education: Any degree preferred; relevant certifications are a plus. Skills:o Excellent communication and interpersonal skills.o Strong lead
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General Manager

Rohan Pharma

Business Development Supply Chain Management Purchase Management Logistics Operations Inventory Management
General Manager leading surgical trading business based in Kannur, KeralaLocation: Kannur, Kerala Job Description: 1. Reporting to the Chairman of the group, the General Manager (GM) is responsible for the overall running of the organization including operations, logistics, sales and purchases. 2. Negotiate contracts, terms, and pricing with suppliers and maintain strong relationships with all manufacturers3. Establish a process for inventory management at the retail counter and warehouse to ensure continuous supply without overstocking and timely delivery of products to customers 4. Ensure automation of the supply chain management to drive efficiencies and gain visibility. 5. Work closely with the sales team in identifying opportunities, meeting the right people in the field, and establishing connections that the sales team can take forward 6. Cascade monthly targets to the sales representatives, and monitor the performance of all staff regularly. 7. Understand updates in the market and the industry, identify opportunities for product development and business development Requirements: 1. Over 7 years experience in purchases, supply chain management, and logistics for a trading company 2. Over 5 years experience in running an organization and managing different functions and teams. 3. Ability to do field work along with the sales representatives and should be open to meeting people and can close deals. 4. Should have worked in North Kerala (either in Kozhikode or Kannur)5. Preference for someone from the pharma or surgical trading industry 6. Should be fluent in Malayalam
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Business Development Executive

Invictus Digisoft Pvt.ltd

Strategic Communication
Job Title: Business Development ExecutiveLocation: Bankura, West Bengal.Salary Range: 18,000 to 50,000 per month Job Type: Full-timeWork Timing: 9.30 AM to 6.30 PmWorking Days: Monday to SaturdayJob Description:We are seeking a dynamic and results-driven Business Development Executive to join our team. The candidate will be responsible for driving business growth by identifying, prospecting, and securing new partnerships within the education sector, specifically targeting schools.Roles and Responsibilities: Pitching the company's products and services to educational institutions. Make visits to educational institutions and conduct sourcing activities for training and placement purposes. Establishing a strong presence and expanding the company's footprint across various territories. Collaborating with teammates to develop and execute strategic plans for business development. Building and maintaining relationships with key stakeholders. Analyzing market trends and competitor activities to identify new opportunities.
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  • 1 - 5 yrs
  • 2.5 Lac/Yr
  • Kozhikode
Inside Sales
Building & maintaining strong relationships by collaborating closely with partners to ensure effective sales. Developing effective sales strategies and plans in collaboration with channel partners to meet revenue targets. This includes setting sales objectives, forecasting sales volumes, and implementing promotional strategies.
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Microsoft Excel Retail Sales Channel Sales Strategic Communication Direct Sales Lead Generation Product Promotion Presentation Skills Field Sales Inside Sales Negotiation Skills Corporate Business Development Cold Calling Revenue Generation Negotiati
key responsibilities for this job:Youll reach out to sales leads, evaluate potential clients needs, and identify prospects.Promote products or services through networking, cold calling, and attending sales meetings.Familiarity with the sales process and dynamics is essential.A dedication to excellent customer service is crucial.Excellent written and verbal communication skills are necessary.Superb interpersonal skills, including the ability to quickly build rapport with both customers and suppliers.Experience using computers for various tasks.
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Retail Sales Corporate Sales Channel Sales Direct Sales Insurance Sales Field Sales
We are happy to tell you that we are hiring a talented and experienced individual to join our team as a Sales / Business Development Manager. Job Responsibilities:Recruiting, screening, and training new agents.Analyzing performance and drawing up action plans. Establishing strong relationships with staff and clients. Ensuring all staff exercise good time management. Obeying agency regulations, guidelines, and policies, and ensuring staff does the same. Researching current industry/market trends and using knowledge for business improvement. Desired Candidate Profile:Experience: Mini. 2 + Year experience required Sales and Marketing of BFSI/InsuranceAge: 24-38 YearsQualification: Minimum graduation requiredOne with a pleasant personality, good communication skills, and a go-getter attitude For More information:-Pavan HR Team
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Business Development Manager

Aghora Global Sourcing

Sales Business Development
Lead Generation, Client InteractionSales Pitch
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Sales Consultant Cold Calling Inside Sales Career Counsellor Career Advisor
NxtWave is hiring Career Counsellor (Inside Sales) for across India (Work from Home)Designation: Career Counsellor (Inside Sales)Qualification: Any Graduate mustLocation: Across India (Work from Home)Experience: - Fresher 5 yearsSalary: 3.6 LPA CTC + performance-based incentives. Note: 1st 2 months will be intern with 15K StipendLanguage: Excellent Verbal & Written communication in English + any regional LanguageProficiency in Language - MalayalamRequired Skills:Strong interpersonal and presentation skills.Highly dedicated, hardworking, and determined individual.Reliable and trustworthy with the ability to build rapport with prospects.Strong sense of empathy and patience.Systematic approach to building sales funnels, tracking feedback, prioritizing tasks, and consistently exceeding targets.Sales mindset to effectively communicate NxtWaves offerings and achieve revenue targets.Passion for delivering the highest levels of customer service.Key Responsibilities:Acting as a mentor and guide for potential learners.Counseling learning prospects, providing career advice, and explaining the benefits of Programs.Establishing the effectiveness and uniqueness of Programs.Taking responsibility for the entire sales closing life cycle for assigned leads, including phone/video calls, product demonstration, sales closing, and post-sales relationship management.Maintaining a detailed database of interactions and providing constant feedback on lead quality to the respective team.Meeting weekly revenue and enrolment targets.
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Business Development Manager

ConnectIN Jobs Global

Retail Sales Direct Sales Insurance Sales Business Development Operations Business Development Walk in
Responsible for preparing and maintaining insurance policy records. Also handled the tasks of checking premium records on a regular basis Assisted Insurance sales team in achieving monthly sales target. Provided support to insurance sales financial department and handled additional duties and responsibilities as requiredRESPONSIBILITIES & DUTIES Develop various sources of agent hiring & build a team of agent & agent pipe line Conduct activity to enhance existing agent footfall to generate fresh referral for new agent hiring Development of agent prospecting habits, calling habits and work habits Work with agent on planning and reviewing of activities and goals Identify the training needs of the agent and work with Trainers to improve the same Meet Business Targets Improve agent productivity & retention Maintain the quality vectors of business including persistency and surrender
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Enthusiastic Business Development Associate
Referral Alert!! ??Greetings from team BYJU'S,We are glad to inform you that you have been shortlisted for the upcoming online mode of drive for you, Candidates who are still looking for an opportunity or Job searching are eligible to apply for this online campus drive program.Job Profile: BUSINESS DEVELOPMENT ASSOCIATELocation : Can be discussed in Final Interview.Kindly fill the below form to get a call from the recruiter and schedule your interview with Byju's.Recruiter details: Ashika. HHow to proceed: Kindly fill out the google form attached below.Form Link: Kindly fill the form ASAP to create your application with us.Thanks & Regards,
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Agency Manager Agency Channel Manager Agency Development Agency Development Manager Agency Channel Agency Sales Manager Agency Sales Life Insurance Life Insurance Sales Banking Sales Field Sales Field Sales Executive Field Sales Manager Direct Channel Walk in
Responsible for preparing and maintaining insurance policy records. Also handled the tasks of checking premium records on a regular basis Assisted Insurance sales team in achieving monthly sales target. Provided support to insurance sales financial department and handled additional duties and responsibilities as requiredRESPONSIBILITIES & DUTIES Develop various sources of agent hiring & build a team of agent & agent pipe line Conduct activity to enhance existing agent footfall to generate fresh referral for new agent hiring Development of agent prospecting habits, calling habits and work habits Work with agent on planning and reviewing of activities and goals Identify the training needs of the agent and work with Trainers to improve the same Meet Business Targets Improve agent productivity & retention Maintain the quality vectors of business including persistency and surrenderTarget Achievement Drive sales and achieve targets through the bank branches Sales Support Support the Customer Relationship Officer in the branch for his/ her sales effort, in terms of generating benefit illustrations, accompanying on client calls Relationship Management Bank is the key customer of the Business Development Manager, and he/she must engage an open and trusting relationship with the Branch Managers/officers/staff Engage the employees of the bank branches in regular discussions to transfer knowledge about insurance. Ensure that all service Lead Generation Spearhead all lead generation initiative from the bank whether through walk-in, data mining, referrals, etc.- Develop various sources of agent hiring & build a team of agent & agent pipe line- Conduct activity to enhance existing agent footfall to generate fresh referral for new agent hiring- Development of agent prospecting habits, calling habits and work habits- Work with agent on planning and reviewing of activities and goals
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Life Insurance Field Sales Field Sales Manager Agency Development Manager Agency Sales Banca Sales Direct Marketing Executive Direct Sales Executive Direct Sales Manager Loan Sales Executive Loan Sales Loan Operations Life Insurance Sales Banking Sale Banking Relationship Walk in
Responsible for preparing and maintaining insurance policy records. Also handled the tasks of checking premium records on a regular basis Assisted Insurance sales team in achieving monthly sales target. Provided support to insurance sales financial department and handled additional duties and responsibilities as requiredTarget Achievement Drive sales and achieve targets through the bank branches Sales Support Support the Customer Relationship Officer in the branch for his/ her sales effort, in terms of generating benefit illustrations, accompanying on client calls Relationship Management Bank is the key customer of the Business Development Manager, and he/she must engage an open and trusting relationship with the Branch Managers/officers/staff Engage the employees of the bank branches in regular discussions to transfer knowledge about insurance. Ensure that all service Lead Generation Spearhead all lead generation initiative from the bank whether through walk-in, data mining, referrals, etc.
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Customer Retention Customer Retention Executive Operation Executive NBFC Area Sales Incharge Area Sales Manager Life Insurance Bancassurance Loans Bank Operations Officer Mutual Funds Sales Business Development Executive Sales Team Leader BFSI Banca Walk in
Life insurance sales through assigned Bank Branches.Coordinating between Bank and company from Lead generation to policy conversion.Follow up with Operations of Banks.To build mutually beneficial relationships with Bank and help in acquisition of clients.Customer Requirement Gathering and Analysis for better product pitching.Handling Objections and grievances and providing them with timely solutions.Guiding / mentoring new team members with required deliverable and company values.Required Skills:Excellent communication skills.Should be sales driven.High level of energy.
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Business Development Manager

Skywings Advisors Private Limited

Lead Generation B2B Sales Retail Sales Sales Business Development Field Sales
Job Description: Agency Vertical This role primarily focuses on building and managing a network of insurance agents to achieve sales targets, drive business growth, and deliver excellent customer service. As part of our team, you will have the opportunity to work with a leading player in the life insurance sector and help individuals secure their financial futures.Key Responsibilities: Recruitment & Team Building: Identify, recruit, and develop a team of qualified insurance agents. Training & Development: Provide ongoing training and mentorship to agents to enhance their skills, product knowledge, and performance. Sales & Target Achievement: Drive sales efforts through team performance, setting and achieving monthly/quarterly sales goals. Relationship Management: Foster strong relationships with clients and agents, ensuring long-term retention and repeat business. Market Expansion: Promote and introduce insurance products to new clients and potential customers. Performance Monitoring: Regularly assess agents' sales performance and provide guidance to meet targets and improve efficiency.Skills & Qualifications: Experience: Minimum 1-2 years of experience in sales, preferably in the insurance/financial services sector. Leadership: Strong leadership and team-building skills, with a focus on motivating and guiding agents. Communication: Excellent communication and interpersonal skills to build relationships with agents and clients. Sales Oriented: A goal-driven individual with a passion for achieving sales targets. Education: Graduate or Post-Graduate degree (preferably in business or a related field).Compensation: CTC up to 4.50 LPA (Fixed + Incentives based on performance). Performance-linked bonuses and attractive incentives for exceeding targets.
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Business Development Manager

Skywings Advisors Private Limited

Bancassurance Life Insurance Banca Channel Agency Channel Direct Channel
Key Accountabilities 1. Sales: Accept leads generated from in-branch lead generators as well as warm leads provided by the bank from the database as well as generate own leads. Make appointments, explore the customers financial needs in life-related investment and insurance needs areas, select appropriate product to meet these needs from the companys product range, gain customer agreement to purchase, accurately complete sales documentation.2. Incentive programs: Cascade the incentive programs & ensure complete success in implementation of the same3. Sales completion process: Responsible for sales completion by facilitating completion of medical reports & ensuring prompt issue of policy document4. Cross Sell/ Up-Sell: Build a good customer base in order to explore opportunities to cross-sell & up-sell, Obtain referral to further prospects where appropriate.5. Relationship Building: Build long term relationship with the bank staff & clients by responding appropriately to all bank/client queries either directly received or forwarded by the service company. 6. Customer Relationship Management: Arrange meetings of banks branch managers & staff with existing clients at least once a year, acknowledging birthdays & anniversaries to review their financial circumstances & life insurance needs as well as to obtain referrals to further prospects.7. After Sales Service: Accept & follow up on suggestions, request & complaints received from clients, ensure claim requests are serviced8. Performance review: Proactively ensure performance review by submitting various sales reports as per agreed frequencies in order to ensure performance targets are achieved & exceeded, ensure meetings with manager to agree on targets & to review performance. 9. Supporting colleagues & bank sales team: Support other Relationship Managers and the bank sales team requested by the sales manager by coaching them in company knowledge, accompanying them on client visits.
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