Head at PMS Consulting
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Zonal Vice President - Sales - Insurance Broking - North & West (10-14 yrs)
- Driving Life and General Insurance business across branches.
- Budgeting, Target planning, Sales funnel and Achieve Goals.
- Business Tie up with Insurers and plan fixing.
- More focus on Group and Corporate Business Mobilizations. Retail Health, Motor and Non-Motor Sales drive.
- Preparing Comparison chart, Combo Sales Materials to Team.
- Use to have Corporate Client Meetings ,Presentation, Quote Submission and Negotiation.
- Training to team on products with Comparative Studies.
- Travelling to all branches meeting with team, making joint calls.
- Handling Client's Queries and Resolving their requirements
- Supporting on processing Claims to Clients.
- Maintaining Renewals persistency 90% MOM
- Brokerage Reconciliation & Accounting
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