Sourabh Tile

To recruit new financial advisors to make sure existing financial advisors meets their monthly target in achieving SIP, Medical and insurance Sales Target, arranging training sessions for newly recruited advisor and refresher for existing financial advisors, taking monthly one on one session thru Google meet or face to face. Arranging group meetings to share best practices and training on how to get new business.

Closing deals, maintain relationship with the clients Making sure that the contracts are signed on time maintain confidential data of the clients update the clients with latest offers on the product and check their requirements.

Preparing daily workloads for staff & coordinating the daily allocation of work. Motivating the team to achieve high standards and KPI targets. Handling new client enquiries and acting as the face of the business. Setting training standards and hiring procedures. Dealing with and resolving problems and issues which arise, analyze and improve organizational processes, and work to improve quality, productivity and efficiency. Working with the sales and marketing team to drive sales forward. Mentoring and training up junior and new staff. Monitoring & reporting on standards & performance targets. Arranging & chairing weekly team meetings, focusing on targets & achievements. Implementing new initiatives. Involved in the recruitment of new staff. Praise team members and creates a positive working environment.

Preparing daily workloads for staff & coordinating the daily allocation of work. Motivating the team to achieve high standards and KPI targets. Handling new client enquiries and acting as the face of the business. Dealing with and resolving problems and issues which arise. Working with the sales and marketing team to drive sales forward. Mentoring and training up junior and new staff. Monitoring & reporting on standards & performance targets. Arranging & chairing weekly team meetings, focusing on targets & achievements. Implementing new initiatives. Involved in the recruitment of new staff. Praise team members and creates a positive working environment.

Appointment setting.

Lead Generation.

Working with Sales outbound process. To sell contracts to existing customers. Handling Team in the absence of my team leader motivating my team members when low on sales, also maintain the sales tracker and decline data for the team on a daily basis.

Working with COTi from the pilot batch taking inbound calls for customers who want to cancel their contract our job was to retrain the existing customer n extend the contract for another 18 or 24 months contract.