Job Description
ü Manage to sale all financial products like all insurance, loans , mutual funds.
ü Relationship building with Customers.
ü Work closely with Wealth and Mortgage team to create the requisite traction and follow up the business.
ü Conduct regular training for the partner on product and process, documentation and other guidelines.
ü New initiatives to drive business and increased engagement with the team to gain mindshare through R&R programs.
ü Develop plans and implement projects that achieve the goals and objectives of the project and aligns with the Organization’s overall business strategy.
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