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Welcome to Nainital Education for Sales & Training (NEST), Haldwani, Uttarakhand
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Senior Business Associates (SBA’s)
Senior Business Associates (SBA’s)
Role of SBA:
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Support efforts related to recruiting, Training and mentoring to agent.
Develop, revise and update policies and procedures as necessary.
Provide support and advice to internal stakeholders on a range of product policies and processes to make them professional.
Provide periodical training to all agents and create team spirit among them.
Conduct regular, standing meetings with customer executives and internal business partners
Maintain in-depth knowledge of assigned business unit (Branch Office), Divisional Unit, their goals, and key milestones.
Work with team as business leader and create structured team and aligned to goal and achieve it.
Partner with leaders to develop people strategies to further their business objectives.
Design effecting Training program for agents towards new business and help them to maintain customer relations effectively.
Implementing and monitoring self-appraisal schemes.
SBA as leaders to develop Agent strategies to further their business objectives.
Serve as last point of contact for customer relationship management.
Topics Covered:
TOPIC
FACULTY
Global Perception Life Insurance
Sri Neeraj Srivastav
Risk Management
Sri K.S. Nagnyal
Financial Management
Sri Neeraj Srivastav
Branding thru MDRT
Sri Neeraj Srivastav
ULIP & MF Industry
Sri S.D. Belwal
How to increase the market share
Sri Sudhanshu Mishra Alok
Team Building and Motivation
Sri Sudhanshu Mishra Alok
Digital Marketing
Sri K.S. Nagnyal
NRI ,KMI & Business Insurance
Sri S.D. Belwal
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