Location Manager
Efu Life Assurance Ltd.
Total years of experience :11 years, 11 Months
Recruitment of suitable candidate to achieve desired duties,
Development of new recruit, product training and combined field visits,
Team building and monitoring,
Product designing for corporate and individual life sales,
Corporate presentations,
Achieving sales targets,
Handling client matters including withdrawals, surrenders and claims,
Reporting to senior management,
Retention of recruits through helping them in sales,
Retention of old and new clients,
Maintaining productivity of recruits,
Maintaining persistent renewals as per company policy,
Producing personal sales on regular basis.
Introduction of new clients,
Retention of old clients,
Achieving sales target,
Keeping follow up of payments receivable by clients,
Maintaining complete follow up of banking transaction,
Monitoring Sales & Marketing Team for all above mentioned tasks,
Providing after sales service where needed.
Introducing new clients and deposits,
Providing market knowledge and analysis to existing and potential clients,
Port Folio management of individual and corporate clients,
Maintaining margin trading in check on daily basis,
Keeping close eye on market sentiments,
Generating revenue for clients and organization through smart trading,
Achieving trading targets on daily basis,
Checking of daily business sheet of every transaction executed,
Performing periodic audit for strong check and balance,
Training of equity traders,
Cost controlling of branch expenses etc.
Team building through recruitment of fresh candidates,
Training new recruits,
Product training and field visits,
Achieving targets in specified time frame,
Retention of recruits,
Providing services to clients and retaining clients,
Daily monitoring of team,
Collection of old and new RENEWALS, keeping PERSIST-ENCY in check,
Client Services and initial processing of CLAIMS etc.