Insurance planner at Bank Audi for Egyptian Life Takaful Company
Egyptian Life Takaful Company
مجموع سنوات الخبرة :7 years, 2 أشهر
▪Selling different bancassurance products long and medium term saving plans.
▪Achieve the budgeted sales target.
▪Achieve the half of the target of bank at one month.
▪Cross selling different Audi products (personal loan, auto loan, credit cards) that suits the customers for long and short term.
▪Advising the client about the suitable package for them by gathering information, analyzing there hopes and needs throughout specific sales process and using sales script.
▪Develop strong relationship with the bank staff, as a mean to increase production.
▪Act as link between the company and the bank in operational, administrative and reporting tasks.
▪Conduct presentation in different companies on outside calls to promote for the company products.
Studied bank accounts and deposits, retail banking operations and treasury operation and structure.