SALES COORDINATOR CUM SECRETARY
COMPASS FINANCIAL SOLUTIONS
Total years of experience :2 years, 5 Months
Iam responsible for Out-bond sales of Insurance and Investment plans, maintaining a good relationship between Sales Executives and Sales Coordinators, fixing the appointments with the Wealth Manager, Preparing daily meeting schedule of Wealth Manager, providing customer service like clarifying the queries regarding the products, handling the documentation from basic till the closing of the lead.
SELLING THE INSURANCE PRODUCTS THROUGH TELECOM. AND ALSO FIXING UP THE APPOINTMENT WITH THE SALES EXECUTIVES.
PROVIDING CUSTOMER SERVICE, CLARIFING THE QUARIES REGARDING THE PRODUCTS.
HANDLING THE DOCUMANTATION.