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I applied via Referral and was interviewed in Sep 2021. There were 3 interview rounds.
I would advise the client on creating a comprehensive financial plan tailored to their specific needs and goals.
Assess the client's current financial situation and future goals
Educate the client on various investment options and risk management strategies
Develop a personalized financial plan that aligns with the client's goals
Regularly review and adjust the plan as needed
Provide ongoing support and guidance to help the...
posted on 11 Nov 2019
I applied via Recruitment Consultant and was interviewed in Oct 2019. There were 3 interview rounds.
posted on 25 Jun 2021
I applied via Company Website and was interviewed before Jun 2020. There were 4 interview rounds.
I applied via Referral and was interviewed before Feb 2021. There were 2 interview rounds.
posted on 15 Jun 2021
I applied via Naukri.com and was interviewed before Jun 2020. There was 1 interview round.
I applied via Recruitment Consultant and was interviewed in Feb 2020. There were 3 interview rounds.
The policy document is the basis for insurance.
The policy document outlines the terms and conditions of the insurance contract.
It specifies the coverage, premium, deductibles, and exclusions.
It also includes the policyholder's obligations and responsibilities.
Examples of policy documents include auto insurance policies, health insurance policies, and homeowner's insurance policies.
There is no specific income criteria for term insurance customers.
Term insurance is designed to provide financial protection to the family of the policyholder in case of their untimely demise.
The premium for term insurance is calculated based on various factors such as age, health, lifestyle habits, and the sum assured.
While a higher income may result in a higher sum assured, it is not a mandatory requirement for purch...
To get leads from the open market, I utilize various strategies and channels.
I actively network and build relationships with potential clients through industry events and conferences.
I leverage social media platforms to connect with prospects and share valuable content.
I collaborate with marketing teams to create targeted campaigns and generate leads through email marketing and online advertising.
I regularly attend com...
I applied via Recruitment Consultant and was interviewed in May 2020. There was 1 interview round.
I applied via Recruitment Consultant and was interviewed in Jun 2020. There was 1 interview round.
based on 1 review
Rating in categories
Corporate Agency Manager
1.9k
salaries
| ₹0 L/yr - ₹0 L/yr |
Senior Corporate Agency Manager
1.8k
salaries
| ₹0 L/yr - ₹0 L/yr |
Business Development Manager
1.4k
salaries
| ₹0 L/yr - ₹0 L/yr |
Bancassurance Manager
1.2k
salaries
| ₹0 L/yr - ₹0 L/yr |
Sales Development Manager
909
salaries
| ₹0 L/yr - ₹0 L/yr |
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