Vikal Kumar Email & Phone Number

Noida Area, India

New Delhi Area, India

Noida

New Delhi Area, India

• Work closely with branch sales and service teams to provide innovative product solutions to address customers’ protection, long-term savings and investment needs.
• Manage the branch sales portfolio, promotions and campaigns.
• Plan & carry out marketing activities for Bancassurance products.
• To ensure customer documentation is complete & in compliance with the bank’s requirements.
• To help coordinators resolve discrepancies associated to customer documentation.
• To provide & maintain, on an ongoing basis, a daily sales report, figures, forecasting & any other records which may be required by the Team Leader/Cluster Head to keep up-to-date records of sales & performance.

New Delhi Area, India

• Relationship building and Looking after the insurance business of various branches of Punjab National Bank in co-ordination with branch manager.
• Dealing with priority customer and building a strong relationship with them by providing Investment & Insurance Solutions.
• Taking care for all the training requirements of the Branch for increasing business, Checking and verification of all the Applications/documents.
• support bank staff on their sales calls and looking after the issuance of proposals and after sales services
• Fully responsible for handling the walking customers.
• To maintain proper database of all the existing and new customers of the assigned area for timely identification of new business opportunities.