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    Jujhar Singh Sidhu
    The business plan aims to achieve a monthly sales target of $10,000-$11,000 through targeting retail and corporate clients. For retail clients, the plan is to make 50-55 calls per day with a success ratio of 3-4 cases per month generating $50,000 in yearly revenue. For corporate clients, the plan is to make 5-6 calls per day with a success ratio of 5-7 cases per year generating $100,000-$120,000 in yearly revenue. The future goals are for the author to become a manager within 3 years generating $500,000-$600,000 in annual revenue through a team of 6-10 people, and to head a team of 20-30 people generating

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    Presentation AIA

    Uploaded by

    Jujhar Singh Sidhu
    14 views4 pages
    The business plan aims to achieve a monthly sales target of $10,000-$11,000 through targeting retail and corporate clients. For retail clients, the plan is to make 50-55 calls per day with a success ratio of 3-4 cases per month generating $50,000 in yearly revenue. For corporate clients, the plan is to make 5-6 calls per day with a success ratio of 5-7 cases per year generating $100,000-$120,000 in yearly revenue. The future goals are for the author to become a manager within 3 years generating $500,000-$600,000 in annual revenue through a team of 6-10 people, and to head a team of 20-30 people generating

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    Business Presentation

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    The business plan aims to achieve a monthly sales target of $10,000-$11,000 through targeting retail and corporate clients. For retail clients, the plan is to make 50-55 calls per day with a success ratio of 3-4 cases per month generating $50,000 in yearly revenue. For corporate clients, the plan is to make 5-6 calls per day with a success ratio of 5-7 cases per year generating $100,000-$120,000 in yearly revenue. The future goals are for the author to become a manager within 3 years generating $500,000-$600,000 in annual revenue through a team of 6-10 people, and to head a team of 20-30 people generating

    Copyright:

    Attribution Non-Commercial (BY-NC)
    Download as PPT, PDF, TXT or read online from Scribd
    Flag for inappropriate content
    Download as ppt, pdf, or txt
    14 views4 pages

    Presentation AIA

    Uploaded by

    Jujhar Singh Sidhu
    The business plan aims to achieve a monthly sales target of $10,000-$11,000 through targeting retail and corporate clients. For retail clients, the plan is to make 50-55 calls per day with a success ratio of 3-4 cases per month generating $50,000 in yearly revenue. For corporate clients, the plan is to make 5-6 calls per day with a success ratio of 5-7 cases per year generating $100,000-$120,000 in yearly revenue. The future goals are for the author to become a manager within 3 years generating $500,000-$600,000 in annual revenue through a team of 6-10 people, and to head a team of 20-30 people generating

    Copyright:

    Attribution Non-Commercial (BY-NC)
    Download as PPT, PDF, TXT or read online from Scribd
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    Download as ppt, pdf, or txt
    of 4

    Business Plan Strategy

    Introduction

    The success in business is always decided/measured by our valued clients. They choose us because they believe in the organisations ability to meet their expectations. Implementation of my business plan strategy: 1. Will be transparent in discussions with potential clients , vis-a-vis the goals of our Policies. 2. Selling of various Policies and investment plans will be tailored to the clients income and his investment needs 3. A promise to all our clients that annually a phone call would be given because I believe personal contact and service is the foundation of an organisations success.

    Strategy and Implementation

    Sales Target (Assumption): Target: S$10,000-11,000 per month In order to achieve the target sales, from the targeted client base, i.e., Retail and Corporate, I propose the below plan: RETAIL: Target revenue per retail customer per annum: S$1200 Calls per day: 50-55 Success ratio: 3-4 cases per month Yearly revenue retail client yearly: S$50000 Corporate: Target revenue per retail customer per annum: S$7000- 10,000 Calls per day: 5-6 Success ratio: 5-7 cases per year Yearly revenue corporate client: S$ 100,000- 120,000

    Future Goals

    In the next 3 years I see myself as a Manager bringing a revenue of approximately S$5,00,000-6,00,000 per annum, for the company, with a team of approximately 6-10 people. And in the 5 year period I will head a team of approximately 20-30 people yielding revenue of approximately S$12,00,000 13,00,000, per annum, for the company,. Thus I see myself earning approximately S$2,00,000 4,00,000 per annum, in 3-5 years period.

    I assume that my basic salary is S$3000 per month, I should be able to generate the revenue 3 to 3.5 times per month of salary ie S$10,000-11,000 I also will look fwd to enhance my technical and knowledge skills in financial sector as I move along in the company , I look fwd to training and skills

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