Assistant Executive
Jubileelife Bancassurance Company LTD
Total years of experience :11 years, 3 Months
Managing banca sales team and HBL branches for banc assurance products.
Motivate team in day-to-day coordination and management of business operational activities.
Identify problems in sales process and resolve them in quickly and timely manner.
Focusing on new business & resource allocation setting priorities; resolving problem situations.
Maintains continuity of work operations by documenting and communicating needed actions to management; discovering irregularities; determining continuing needs.
Main focus on company Targets, Renewal of business, customer sales & services specially Team handling
Monitoring & reporting to senior managers on the effectiveness of strategies/campaigns
To process and monitor requests pertains to financial, non-financial endorsements and surrenders requests.
Financial Endorsement i.e. Premium Alteration, Mode Of Premium Change, Benefits Change, premium deduction endorsement.
Non-Financial Endorsement i.e. Nominee or Guardian Change, Contact Update, Age Admittance, Fund Switching, Policy Assignment/Re - Assignment, Bank Account change process, and all kind of corrections
To cascade pending requirement report to concern Sales Team leaders & Sales Managers daily for timely arrangement of called requirements under all requests.
To coordinate with H/O for premium deduction under all premium endorsement cases & account change.
To provide pending data to persistency & business quality department for exclusion from their regular deductions to prevent the cases from double deduction.
To deal with walk in customers of Banca as well as DSF and maintain proper log and remarks book and share the same with concern Hub on daily basis.
To provide assistance to the sales team & supportive /units
To dispatch all kind of documents for requests completed (PHS) to concerned Sales Personnel / Customers.
To update courtesy Call Log as well as PHS log and share with Post Sales H/O.
Making strategies to avoid Post sales pending, and complete all the assigned tasks with different method.
Managing banca sales team and HBL branches for banc assurance products.
Motivate team in day-to-day coordination and management of business operational activities.
Identify problems in sales process and resolve them in quickly and timely manner.
Focusing on new business & resource allocation setting priorities; resolving problem situations.
Maintains continuity of work operations by documenting and communicating needed actions to management; discovering irregularities; determining continuing needs.
Main focus on company Targets, Renewal of business, customer sales & services specially Team handling
Monitoring & reporting to senior managers on the effectiveness of strategies/campaigns
To process and monitor requests pertains to financial, non-financial endorsements and surrenders requests.
Financial Endorsement i.e. Premium Alteration, Mode Of Premium Change, Benefits Change, premium deduction endorsement.
Non-Financial Endorsement i.e. Nominee or Guardian Change, Contact Update, Age Admittance, Fund Switching, Policy Assignment/Re - Assignment, Bank Account change process, and all kind of corrections
To cascade pending requirement report to concern Sales Team leaders & Sales Managers daily for timely arrangement of called requirements under all requests.
To coordinate with H/O for premium deduction under all premium endorsement cases & account change.
To provide pending data to persistency & business quality department for exclusion from their regular deductions to prevent the cases from double deduction.
To deal with walk in customers of Banca as well as DSF and maintain proper log and remarks book and share the same with concern Hub on daily basis.
To provide assistance to the sales team & supportive /units
To dispatch all kind of documents for requests completed (PHS) to concerned Sales Personnel / Customers.
To update courtesy Call Log as well as PHS log and share with Post Sales H/O.
Making strategies to avoid Post sales pending, and complete all the assigned tasks with different method.
Deal in cash inn & cash out.
Deal in Expenses & Revenues.
Deal in mobile load incoming income & outgoing load.
Deal in petty cash, vouchers.
Deal in payroll.
Financial Matters.
Bank Statements.
Challan Checking.
Refund Cases.
Data Feeding.
Build Relationships.
Give presentations to people.
Enroll at least new prospect as a customer every week.
Learn all about the company.
Learn the marketing or compensation plan.
Become well versed on the product.
Find the right people.
Study in Advance accounting, cost accounting, Financial accounting, economics, business law, Business communication, Introduction to business, Mathematics & Statistics, income tax & auditing, Principles of business Management, Auditing
Study in Accounting, Economics, Geography, Mathematics, Introduction to Computer
Study in English, Urdu, Islamiat, Pak Studies, Mathematics, Physics, Chemistry, Biology