markets and customers through CRM system Qualify and assess target customers Create and maintain customer database
Management: Ensure legal and regulatory compliance. Assess risks associated with new ventures. Skills and Market research : Identify potential clients and assess market trends. Sales strategy formulation : Develop
Management: Ensure legal and regulatory compliance. Assess risks associated with new ventures. Skills and Market research : Identify potential clients and assess market trends. Sales strategy formulation : Develop
training performance of RMs, FMEs & BAs through assessments and training audits. •Onboard & evaluate needed for the month ahead. •Manage, upskill, and assess the training needs of the Training team. •Assist
customers. Confer with customers and technical staff to assess equipment needs and to determine system requirements
customers. Confer with customers and technical staff to assess equipment needs and to determine system requirements
excel) Decision making Delegation Listening and assessing Negotiation Networking Selling Knowledge Insurance
strategies to secure new clients - Conduct needs assessments and present tailored solutions - Meet and exceed
strategies to secure new clients - Conduct needs assessments and present tailored solutions - Meet and exceed
negotiation, knowledge of legal terms / risk assessment, performance & other guarantees, and overall