Financial Planning Manager

Lead will be given by Branch.Sales personnel is provided with a portfolio of existing customers.The sales personnel then get in touch with the customers & helps to resolve any service related queries and tries to UpSell to these customers.In this model the appointment generation is done by the sales personnel himself.Following up new business opportunities and setting up meetings arrange campsReports writing providing feedback to head of departmentManaging product mix, persistency, Lead Conversion 100% etc.Managing accurate maintenance & updating database.Achieving goal sheet & contest achievement on weekly basis