SD Consultancy Services

Mumbai, Maharashtra

Build a team of Advisor/Agents Work closely with Advisor/Agents on planning and reviewing of activities and goals Achievement of monthly, quarterly and yearly business plans Ensure Company's product sales ratio and adhere to the business norms Hold periodical customer meet to understand customers pulse and product needs Ensure customer queries are responded to satisfactorily as per companies standard. Eligibility Criteria:Any Graduate / Post graduate with good experience in sales.

Build a team of Advisor/Agents Work closely with Advisor/Agents on planning and reviewing of activities and goals Achievement of monthly, quarterly and yearly business plans Ensure Company's product sales ratio and adhere to the business norms Hold periodical customer meet to understand customers pulse and product needs Ensure customer queries are responded to satisfactorily as per companies standard. Eligibility Criteria:Any Graduate / Post graduate with good experience in sales.

Build a team of Advisor/Agents Work closely with Advisor/Agents on planning and reviewing of activities and goals Achievement of monthly, quarterly and yearly business plans Ensure Company's product sales ratio and adhere to the business norms Hold periodical customer meet to understand customers pulse and product needs Ensure customer queries are responded to satisfactorily as per companies standard. Eligibility Criteria:Any Graduate / Post graduate with good experience in sales.

# Managing ban Customers requirements with the best available services and products.# Demonstrate excellent knowledge of insurance and banking product.# Communicate any product changes, process change and change in rules and regulations with the help of training modules to the banking partners.# Manage the relationship with the banking partners across leave to deliver desired results.# Support all sales and service aspects including sales calls, policy issuance and complaint.

We require candidate with hardcore selling experience, should have excellent interpersonal and organizational skill, should be able to inspire and motivate their team.Below is the JDRecruiting, Screening and training new agents.Analyzing performance and drawing up action plansEstablishing strong relationships with clientsObeying agency regulationsGood leadership and people skillExcellent time management Great Networking abilities

Below is the JD :To up the products to Retail/HNI Clients as per the assigned database, generation of fresh leads through reference to shore up the clientele. Achieving the business targets, enhancing and upgrading the Client Net worth relationships. Profiling customers and provide financial products to meet customer needs Ensuring the highest levels of service to the client /HNI customers Providing Investment planning and advice Achieving sales and revenue targets spread across product mix One point contact for the assigned customer Acquisition & Servicing of HNI/UHNI customers

Job Description - To generate business and to achieve on monthly basis Grade.To meet branch cross sell targets. All branches need to be activated for business.To ensure that all DST staff are productive and significantly above the minimum productivity benchmark, so that both the median and average productivity levels increase.Branch business is a function of leads Generated and visibility created for our products.To increase overall business by increasing distribution by way of appointing new channels.To generate maximum revenue by ensuring IRR & PF are as per budget or above that.

We are glad to inform you that we have huge openings in one of the largest Insurance Company For Bancassurance Channel.Below is the Job Profile: Core responsibility is to generate insurance business through Bank branch walk-in customersand by closing out bound leads generated by the branch staff for the assigned branch Providing support to branch profitability by selling Insurance product through differentacquisition channels in the catchment area Will be responsible for achieving monthly sales target assigned:1. NOP Number of policies2. FYP First Year premium3. Staying ahead of competition in term of NOP & FYP due to Open Architecture4. Persistency Recurring payments5. Zero customer complaints - Manage customer complaints & resolve them withinspecific TAT and ensure quality customer service is delivered Consolidation of market share within Life Insurance in existing markets and generatepenetration in new markets Build strong professional synergies with the Banking partnerKey Expectations: Managing Bank customers requirements with the best available services and products Demonstrate excellent knowledge of insurance and banking products Communicate any product changes, process change or change in rules and regulations (internal /IRDA) with the help of training modules to the banking partners Manage the relationship with the banking partner across levels to deliver desired results Support all sales and service aspects including sales calls, policy issuance and complaint Immediate joiners preferred First.

Job Description:Planning & Prospecting Creating an activity/target plan for self on a monthly basis to track pipeline, statusof each lead and conversion potential Adhering to the monthly activations plan by product category & executing marketactivation activities as planned by DSM & AGM (Sales) Documentation and collection of all customer information during the activities inorder to open the green form & follow up on the lead allotted and conductvisits/test drives as per appointmentSales Process Conducting a detailed need analysis to engage with the customer & position TMLproducts according to the identified need of the customer Performing the demo process highlighting the benefits of the product to thecustomer and also comparing with competition Addressing all product related queries/objection by the customer and involve theDSM when required Marketing the various value added services available to the customer Generating quotations for the customer based on their requirements andconsidering the prevalent schemes/offers & guiding the customer on the financingoptions, RTO process, insurance, booking amount, etc. Continuous follow up with the customer at each stage to convert the enquiry toretail Getting commitment sheet signed off from the customer after booking of thevehicle & confirms the booking by accepting booking amount, opening yellow formand completing all document requirements

Below is the JD* To generate business and to achieve on monthly basis benchmark targets and meet SM productivity.* To meet branch cross sell targets, All branches need to be activated for business.* To insure that all DST staff are productive and significantly above the minimum productivity benchmark, * To increase overall business by increasing distribution by way of appointing new channels.* To generate maximum revenue by ensuring IRR & PF are as per budget or above that.

Job Description - To generate business and to achieve on monthly basis Grade.To meet branch cross sell targets. All branches need to be activated for business.To ensure that all DST staff are productive and significantly above the minimum productivity benchmark, so that both the median and average productivity levels increase.Branch business is a function of leads Generated and visibility created for our products.To increase overall business by increasing distribution by way of appointing new channels.To generate maximum revenue by ensuring IRR & PF are as per budget or above that.

Below is the Job description - 1] Recruiting Screening and training new agents, 2] Analyzing performance and drawing up action plans.3] Establishing strong relationship with clients.4] Good leadership and people skill.5] Excellent time management6] Great networking abilities7] Ability to work on different projects simultaneously Thanks & regards