Dibakar Sarkar Email and Phone Number

Vision: Give our clients the best assortment of investment options and to help the clients for a safer future planning. Mission: With the finest wealth advisory services make our clients aware of the financial investments and help them to decide the right investment option for themselves. Aim: Working tirelessly to achieve the top position in the financial market and serve our clients with sheer dedication and utter professionalism.

Regional Operations; Managing Branch Operation activity as a entry level officer which includes Cash Management, Customer Service, New Business and Policy Servicing Management, Scrutiny of Proposal, Lead Generation, Persistency, Branch Audit, Banking, 5s Maintain, Magic Board Installation, Co-Ordinate with Vendor, CRM Updating, Maintain MIS relating to Sales Activities- Daily Sales Record, Contest Tracking and Special Projects /Initiative, CFR and ANI follow up, Licensing and Payout follow up, Distribution, Rapid Installation, Training, Experience in working with various Life Insurance Software like Lifeasia, CRM, Omnidocs, Web Receipting System, Agency Enrollment System, EDM, Policy Tracking System.Achievement- Promoted from Executive Grade to Assistant Manager Grade

Managing Branch Operation activity as a entry level officer which includes Cash Management, Customer Service, New Business and Policy Servicing Management, Scrutiny of Proposal, Lead Generation, Persistency, Branch Audit, 5S, Daily Sales Report, RetentionSales Coordinator (CPA)

Job ResponsibilitiesSite Accountant