My Job Description and Roles are as under:
-Sales Target achievement self and team.
-Advise clients on financial plans and investment.
-Create product awareness to investors and marketing of products.
• Retain and develop , database of existing and potential clients.
• Follow the market trends and continuously refurbish knowledge on products and services
• Fulfill all policy requirements
• Develop cross sell opportunities for the existing book of business
• Continue to service and generate additional revenue from existing clients.
• Implement sales initiatives to increase sales volumes