Unit Manager
EFU Life Assurance Ltd
Total years of experience :14 years, 6 Months
Front end sale closer.
•Lead Generation through cold calling & referrals.
•Product management and analysis.
•Market trend analysis.
•Competitor and their products analysis.
•Financial consultancy cum sales based services to the prospective clients.
•Client’s retention and services.
•Management of the unit activities.
•Assigning targets to the team.
•Monitoring of the clients funds and the management
•Prepared annual and interim financial reports of the company.
•General administration.
•Assessment of the reports.
•Follow up with external clients.
•Field audit work.
•Book keeping
Fast track sales challenge after Foundation Training Course
courses: Cetified Financial Consultant September 2012 Institute of Financial Consultants Vancouver, Canada. •Foundations In Accountancy January 2012 Association of Certified Chartered Accountants
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courses: Foundation Training Course. (Life Insurance) •