kapil gonade

 Provides service to clients' changing insurance needs by selling life, health, and medical insurance.
 Develops base for long-term sources of clients by using referrals, occupational, and special-interest groups to compile lists of prospects.
 Determines clients' particular needs and financial situations by scheduling fact-finding appointments; determining extent of present coverage and investments; ascertaining long-term goals.
Completes coverage by delivering

 Sale Personal Loan and Home Improvement Loan (HIL).
 Lead generation for Personal Loan and Home Improvement Loan.
 Meeting prospective customers through cold calling and telephone offering them personal loan, Home Improvement Loans.
 Visiting officer and trying to fix appointment with the HR or finance personnel to promote the product.
 Target customers according to the company's policies and procedures.
 Ensure that all the documents are submitted by the customer and it’s verified all documents that he has with him.
 Collect all documents and Couplet all formality for loan disables.

 Sale business and corporate credit cards and balance Transfer.
 Target customers according to the company's policies.
 Meeting prospective customers through cold calling and telephone offering them credit card and balance transfer.
 Visiting officer and trying to fix appointment with the HR or finance personnel to promote the product and listing company.
 Ensure that all the documents are submitted by the customer and it’s verified all documents that he has with him.

 Provides service to clients' changing insurance needs by selling life, health, and disability insurance.
 Develops base for long-term sources of clients by using referrals, occupational, and special-interest groups to compile lists of prospects.
 Determines clients' particular needs and financial situations by scheduling fact-finding appointments.

 Manage Business Development Day to day activities of channel management, team management and sales management.
 Identify quality manpower and do timely recruitment channel partner and Conduct training's for channel partner.
 Conduct out of office calls as per need of the team and as defined in the sales activity Management.