Consultant
Nexus Insurance Brokers LLC
Total years of experience :8 years, 11 Months
provide Life Insurance plan with Critical Illness Cover and Disability Cover.
•To provide pension scheme for Retirement.
•To provide Kids Education plan for the higher studies
•To provide with World Class Life Insurance products like Zurich International, Metlife, Friends Provident International etc.
•To take General Insurance leads and provide the best quote
•To handle client’s portfolio by checking and reviewing the funds performance.
•To provide with after sales service by meeting them on half yearly basis and taking their feedback by filling the service call list.
Responsibilities
•Providing third party insurance through the channel of Salama Insurance by selling products like: Salama Hyatt Plus, Hemaya Plus, Hyatt Superior etc.
•To promote new products and services launched by the bank and to ensure with them providing best service.
•Selling credit cards, cross selling of personal loans etc.
•Marketing of financial products through door-to-door selling, telemarketing and targeted directed mailings.
•Adhere to previously defined target markets, utilizing creative ways to sell to hard-to-reach departmental heads, and alternative managers.
•Increase client’s awareness of the many ‘Mashreq’ products and services that meet their needs and requirements.
•Set up Kiosk and Event Management generating the number of venues and consumer business.
calling to arrange meetings with potential customers to prospect for new business.
•Selling credit cards, cross selling of personal loans, auto loan etc.
•Achieved sales targets of business finance and business accounts.
•Responsible for day-to-day service and sales activities necessary to achieve an excellent level of customer service and satisfaction.
•Making and conducting the discussion for the daily sales report.
•Serve as a proactive member of the Retail Banking Center team by being an initial sales and service contact.
Responsibilities
•Providing third party insurance through Aviva Life Insurance Channel.
•Asset and liability products like CASA, Insurance, Mutual Funds, Forex, Demat A/C, and Auto loan, Home loan etc.
•Preparing daily customer relationship management reports and sales reports.
•Projecting on daily sales figures of core products like CASA and Insurance and make strategies to improve business sales.
•Assist the manager in developing business strategy that will help in achieving the sales targets outlined by the company.
Responsibilities
•Providing third party insurance through the channel of HDFC Life.
•Responsible for opening up the Corporate Salary Account of the new joinees for various organizations associated with the bank & report directly to the BM if any issue occurred.
•Ensure quality new acquisition on CASA for Resident/Non Resident
accounts, Demat, HSL, Credit cards through Referrals from branch
walk-ins, associates and cold calls in the catchment area.
•Suggest Customer for investment according to bank products availability.
•Provide Support to customer from beginning to the end of the Process.
Customer Management.
* Maintaining accounts and Preparing Financial Reports .
Assisting in Portfolio Management in Reinsurance Broking.
courses: qualify “Zoom into Action” for Insurance Performance in HDFC bank. PROJECT EXPERIENCE: Final Project (