Bancassurance Sales Executive (NBP)
Jubilee Life Insurance
مجموع سنوات الخبرة :4 years, 7 أشهر
To provide the goods/ services/product details to clients & customer. Meeting the walking customer and make a call to dormant account customer to provide services of our products. Customize insurance programs to suit individual customers, often covering a variety of risks, Calculate premiums & establish payment method. Call on policy holders & deliver /explain policy, to analyze insurance program, suggest additions or changes or to change Beneficiaries. Seek new clients, develop clientele by networking & generate lists of prospective clients
To provide the goods/ services/product details to clients & customer. Meeting the customers (like GSK, Unilever,
Reckitt Benckiser Pakistan, Skin Care, Peridot (KIWI), Aspin Pharma, Johnson & Johnson) understanding &
Solving their problems .Implantations and application of organizational development principles and
suggesting improvement measure. As well as preparing quotations, purchase orders, revised rates of the clients
Preparing reports on behaviors / performance of team members and preparing/submission of overall reports to management with special reference to outcomes of the company policies and suggesting any further means of improvements. Coordinate with MD, Director & production manger & Lahore office & clients/customers.
To participate in training and other programs regarding new products and services, new skills receive technical
assistance in developing new accounts. To provide services, product details to clients, solving their problems in respect of Annual fees reversal of new & old credit card holders and BTF Clients, Debit Card & ATM Card, Cheque Book & Credit Card activation & Blocking of ATM & Debit Card, settlement of BTF, LINKED, Saving & Current Account Settlement of Perfect Installment Plan, Personal Installment Loan & Credit Card Plan. Take the closure request of Perfect Installment Plan, Personal Installment Loan & Credit Card Plan
•Business development, Sales & Operational activities.
•Coordination with relevant client organizations of Oil, Gas and Fertilizer sector organizations and
introduce the products and services.
•Implementation of HR policies and Service rules and monitoring thereof.
•Evaluation of Internal Controls, identification of employee’s weakness and proposing / recommend-
ding the ways as to how the performance may be improved.
•Reporting the outcomes of the company policies to the management.
•Evaluation of employee’s performance and recommending further actions/strategies for better
results.
•Coordination with Lahore and Islamabad offices
To participate in meetings, seminars and other programs regarding new products and services, new skills and receive technical assistance in developing new accounts, develop marketing strategies & present in branch meetings to compete with other individuals or companies. Customize insurance programs to suit individual customers, often covering a variety of risks, calculate premiums & establish payment method. Call on policy holders & deliver /explain policy, to analyze insurance program, suggest additions or changes or to change Beneficiaries. Seek new clients, develop clientele by networking & generate lists of prospective clients