Portfolio Manager

Job Description

Responsibilities:
• To achieve sales targets by making effective sales presentations in a venue setting; to maintain high standards of service quality and attract and convert leads shared by the organization
• Convert leads and generate business through leads shared by the organization
• Visit potential customers for new business
• Grow existing accounts and develop new accounts in order to meet sales and profitability goals established by the Direct-Sales Management
• Keep the database current and accurate with the target customer, current customer, and future customer
• Ensuring that business targets are met month on month
• Working on pre-fixed appointments
Requirements:
• Graduation mandatory; 0.6-5 yrs. in the Life Insurance sector will be preferred.
• Strong communication skills
• Stability - At least 1 year working with the same organization

Keyskills :
portfolio managementportfolio analysishni bankinghni acquisitionhni client handling