Summary of Career

1. Expand the new to bank client base and acquire quality clients through direct selling approach to affluent market for bank products.

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2. To assist in conducting promotional activities, meetings and road shows in assigned area to achieve the budgeted sales volumes.

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3. Coordinating with bank on daily basis to clear the discrepant files in the system and pushing the cases in system to disburse.

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4. Achieve the agreed individual sales targets and ensure compliance with the bank’s policies and procedure.

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5. To provide Sales MIS to Manager regularly.

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6. Accountable for renewal of assigned accounts on the basis of service delivery.

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7. Proposals/Tenders related to Government or semi Government sector are developed as per their RFP which includes detail study and understanding of RFP.

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8. Responsible for post sales servicing such as timely endorsements, claim queries and devising reports for assigned accounts, thereafter renewal activity.

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9. Conduct pre-sale activities such as client presentations, product awareness sessions and meetings.

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10. Liaison with the Media Printing Agencies, brand and product teams to activate & execute various products related activation and communication tasks.

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