Mutual Funds Sales Job Vacancies in Kolhapur

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

Contacting potential clients to establish rapport and arrange meetings. Planning and overseeing new marketing initiatives. Researching organizations and individuals to find new opportunities. Increasing the value of current customers while attracting new ones. Finding and developing new markets and improving sales. Attending conferences, meetings, and industry events. Developing quotes and proposals for clients. Developing goals for the development team and business growth and ensuring they are met. Training personnel and helping team members develop their skills.lead generate, working on new lead, new franchise

JD 1. Managing the existing agents and Recruitment of the New agents 2. Planing and devising the local scheme and engagement program for Agents 3. Ensuring the agent productivity and activation4. Training and agent life cycle management 5. Brand development by conducting road shows 6. Ensure Nil discrepancy and high customer service satisfaction 7. Ensuring meeting of the targets month on Month basis assigned to SM* Key relationship/ customers* External Customers - IMDs (Life Insurance, Health company, Mutual funds) Housing socities and retail customers * Internal Customers - Sales Team, Operations Team, Finance Team, HC Team, Underwriting Team, Claims Team