Financial Planning Manager

☞ Skywings Travel

View: 101

Update day: 30-05-2024

Location: Anand Gujrat

Category: Finance / Bank / Stock Sales

Industry: Staffing Recruiting Banking Financial Services

Position: Mid-Senior level

Job type: Full-time

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Job content

Hello,

We are hiring for the leading insurance company(Life) for Banca channel

CTC- FROM 5.50 LPA TO 6.50 LPA

Job Responsibilities

The Financial Planning Manager (FPM) has the responsibility of driving sales and

achieving the sales target through the assigned SRMs (Senior Relationship

Mangers of Radiance Vertical) and Radiance customers.

Target Achievement

Drive sales and achieve targets through the SRMs of Radiance Channel

Selling company’s product

Product Training and conducting Customer engagement events (ICE / E-

Sampark)

Sales Support

Support the SRM in his sales effort, in terms of generating benefit

Illustrations, Accompanying On Client Calls If Required, Etc

All SRMs have to be mandatory SP

Relationship Management

The Bank is the key customer of the FPM and he /she has to engage an open

and trusting relationship with the Branch Managers and SRMs

Engage the SRMs of the bank branches in regular discussions to transfer

Knowledge About Insurance, Company’s Product Offerings And Understand

their issues/ concerns about selling insurance (if any)

Ensure that all service requirements are met including renewal collections,

medicals are facilitated, and customers are satisfied.

Lead Generation

Spearhead all lead generation initiatives from the bank whether through walk

in, data mining, referrals, and others.

Cross-sell to Radiance customers and new to bank customers through SRMs

network

KEY PERFORMANCE INDICATORS

QUALITATIVE Achieving sales targets

Activate engage SRMS for Insurance Sales

Arranging training programs for SRMs/ Branch Head on products and selling

Skills

Increasing productivity of SRMs

QUANTITATIVE Achievement of Monthly / Quarterly / Half-yearly and Annual Sales Target

Preferred Credentials

WORK EXPERIENCE 5 years In Insurance / Banking / Finance / FMCG / NBFC / Pharma Sales

AGE Below 35 years

QUALIFICATIONS Graduates / MBAs Of Formal Education Are Desirable.

COMPETENCIES Result Orientation

Leadership Skills

Customer Orientation

Interpersonal and Communication Skills

Energy, Drive, and Initiative

Cost and Quality Consciousness

Interested candidates can share their resume at Ankita.rana2assuredjob.com or contact at 9759214430

This job is provided by Shine.com
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Deadline: 14-07-2024

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