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I applied via Referral and was interviewed before Oct 2020. There were 4 interview rounds.
Surrender retention is the process of retaining customers who wish to surrender their policies. HNI clients are tackled by providing personalized services and building strong relationships.
Surrender retention involves convincing customers to continue with their policies instead of surrendering them.
HNI clients are high net worth individuals who require personalized services and attention.
Tackling HNI clients involves b...
To resolve critical POS, identify the root cause and take appropriate action.
Identify the root cause of the issue
Take immediate action to fix the issue
Communicate with relevant stakeholders
Ensure proper documentation of the issue and resolution
Implement preventive measures to avoid future occurrences
Different softwares used in branch operations include CRM, accounting, inventory management, and HR management.
CRM software for customer relationship management
Accounting software for financial management
Inventory management software for stock control
HR management software for employee management
Project management software for task management
Marketing automation software for lead generation
Data analytics software for b
Top trending discussions
posted on 25 Sep 2023
I applied via Walk-in and was interviewed before Sep 2022. There were 3 interview rounds.
posted on 13 May 2024
Life insurance provides financial protection for loved ones in case of unexpected events.
Life insurance helps provide financial security for dependents in case of the policyholder's death.
It can cover funeral expenses, outstanding debts, and future financial needs.
Different types of life insurance include term life, whole life, and universal life.
Premiums are based on factors like age, health, and coverage amount.
Life ...
posted on 29 Jan 2023
I applied via Referral and was interviewed in Dec 2022. There was 1 interview round.
posted on 21 Dec 2019
I applied via Shine and was interviewed in Jun 2019. There was 1 interview round.
High level of competition and pressure to meet targets
Intense competition among sales professionals
Constant pressure to meet sales targets
Long working hours and high stress levels
Dealing with rejection and objections from clients
Difficulty in maintaining work-life balance
posted on 30 Mar 2022
I applied via Campus Placement and was interviewed before Mar 2021. There were 3 interview rounds.
posted on 28 Aug 2020
Financial doctors will be given incentives based on their performance in JFM.
Incentives will be given to financial doctors based on their sales performance in January, February, and March (JFM)
The incentives can be in the form of bonuses, commissions, or other rewards
The criteria for performance evaluation can be based on sales targets, customer satisfaction, or other metrics
The incentives should be communicated clearl...
posted on 28 Jul 2021
I applied via Recruitment Consultant and was interviewed before Jul 2020. There was 1 interview round.
The salary scale for the TCI CRM Head role is not available.
The salary scale for the TCI CRM Head role has not been disclosed.
Unfortunately, I do not have access to the salary scale information for the TCI CRM Head role.
I apologize, but I don't have the specific details regarding the salary scale for the TCI CRM Head role.
posted on 6 Jun 2023
I applied via Walk-in and was interviewed in May 2023. There were 3 interview rounds.
To meet at branch manager
based on 12 reviews
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Sales Manager
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Senior Sales Manager
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Assistant Manager
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Deputy Manager
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Unit Head
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