Team Lead

Roles & Responsibilities

Identify & conduct daily sales calls for financial planning sessions with clients
Acquire customers and generate the targeted amount of premium
Deliver Complete Product Information to Customers
Monitor & fulfill prospect and customer leads provided by the company for new business or cross sell opportunity
Cross sell and upsell products to existing customers & build portfolios
Manage the relationship with customers to ensure persistency & renewals
Ensure adherence to all sales systems, operational, underwriting, compliance guidelines & ensure accurate data capture
Ensure the delivery of all S&D and financial KPI defined for the role
Ensure adhere to the defined sales process, AML & KYC guidelines, code of conduct & rules of the company

Team Lead

Recommended Jobs