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Designation: Wealth Planning OfficerJon Description : Acquire New Customer through following:Up- sell & Cross Sell the Orphan Base of Customers allocated.Ensuring timely issuance of policies by resolving pending etcRender service to all allocated customersAdhere to the customer touch-point engagement in order to service his portfolio of customers.Maintaining the desired persistency rateImplement and adhere to Need Based Selling Model.Follow...
Education : MBA MBA Job Category : Financial Services Financial Services
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