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Executive Wealth Planning Officers Vacancies in Ballygunge Phari , Kolkata for Direct Sales Force

  • State/ Region: West Bengal
  • Job location- City: Kolkata
  • Postal Code of the location: 700019
  • Educational Qualifications: Arts, BA, BBA, BCA, Bcom, B.E, BSc, Btech, English, Graduate, Hindi, Honors, Maths, MBA, PGDM, Post Graduate
  • Salary Range: 3-4 Lacs CTC
  • Work Experience Required: Experienced
  • Total number of openings for the Hiring: 30
  • The Job Opening is being Published by: Company
  • Company or Consultancy Name: Tata Aia Life
  • How to apply for this Opening?: Reply us through the Contact form embedded in this job page, Via the below mentioned contact details
  • Contact Details for Applying to This Job: Contact Person- Dorothi Paul, Contact No. 03366211480, [email protected]
  • Listed: 2016-11-30 1:12 PM
  • Expires: This ad has expired

Company/Consultancy Address as for the Interview place

KOLKATA – 700019


Job Description for Executive Wealth Planning Officer (EWPO )

We have urgent requirement of Executive Wealth Planning Officer (EWPO ) at our Ballygunge Phari branch .

Please find the below Interview Details:-

Interview Details:-

Venue: Tata AIA Life Insurance Co. Ltd.
3A Gariahat Road, Devalaya Building – 2nd Floor,
Kolkata – 700019

Designation: Executive Wealth Planning Officer – Direct Sales Force

Job Location: Kolkata – Gariahat

CTC: Upto 3.50 Lacs + Reimbursements + Incentives

Contact Person :-Dorothi Paul.

• Day: Monday to Friday 28th November to 2nd December.

Requirements: Candidates should have experience into sales for at least 2years with good communication skills, ready to make their career in sales & must be presentable.



1. Achieve the Productivity & FYP Targets
2. Leads support will be provided.
3. Ensuring timely issuance of policies by resolving pending etc.

Relationship Management:

1. Render service to all allocated customers
2. Adhere to the customer touch-point engagement in order to service his portfolio of customers.
3. Maintaining the desired persistency ratio.

Customer orientation & reporting/ (MIS):

1. Follow up on their database / leads provided by Lead Management System (Orphan/ New Prospects).
2. Update the LMS (Lead management System) on a daily basis.
3. Adhering to the Training Road map.
4. Providing timely reports to the Supervisor / Area manager as per the requirement.

Interested & relevant candidates can send their CV’s on [email protected] and also contact us 033 – 66211480
Or Directly walk-in to above mention venue.

Thanks & Regards,
Dorothi Paul.
Human Resource
TATA AIA Life Insurance Co. Ltd.
Salary:INR 3,00,000 – 3,50,000 P.A. Great Incentives
Industry: Insurance


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Listing ID: 8715836d4f34f541

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