Wealth Planning Officer (wpo) & Senior Direct

Wealth Planning Officer (wpo) & Senior Direct

Job Description:

Urgent Openings for Wealth Planning Officer & Sales Associate

1. Achieve the set business targets on Search Results Analytic network process and case count

2. Acquire New Customer through following:
Natural market
Orphan base
3. Fix meetings with the prospects to conduct need analysis and explain products
4. Implement and adhere to Need Based Selling Model
5. Up- sell & Cross Sell the Orphan Base of Customers allocated
6. Ensuring timely issuance of policies by resolving pending etc
7. Render prompt post sales service to all allocated customers with respect to all domains
8. Adhere to the customer touch-point engagement in order to service his portfolio of customers
9. Maintaining the desired persistency ratio
10. Strategize and interact closely with the supervisor on delivering on Business
11. Work collectively with the supervisor and conduct joint sales calls whenever required
12. To develop and implement short term and long term plans to achieve sales targets

Salary: Mobile Allowance+incentives
Functional Area:Sales , Retail , Business Development
Role Category:Corporate Sales
Role:Sales Executive/Officer


Post Sales Cross Selling Need Analysis

Desired Candidate Profile:

Please refer to the Job description above

Company Profile:

STARPOWERZ Human Resources Private Limited
Using Creativity and Innovation as the numerator and the power of Knowledge as the denominator, we enable companies to become more dynamic and profitable by executing efficient services in Human Resources, Outsourcing and Consulting domains.

Starpowerz focus has always been on perfection. In recruitment, in assessment, in practices and in people.

This quality consciousness has enabled Starpowerz, over the years, to deliver accurate, valuable, on time, on budget solutions to clients who have had their best expectations fulfilled, with no surprises or strings attached.

The value chain, both internal and out-facing is characterised by creativity and innovation, respect for thought leadership, support and encouragement for new ideas while striving to deliver world-class solutions to clients.

All efforts are sustained with energy, enthusiasm, resourcefulness and a thorough understanding of client requirements, be they professionals looking for the finest careers or corporate entities on the lookout for the right talent.

Recruiter Name:Mr. Abdul Amaan Khan
Email Address:[email protected]
Reference Id:14396