Financial Planning Manager

Position: Financial Planning Manager

Department: Direct Channel

Location: Kolkata

Experience: Mini. 2 + Years of Experience in Sales and Marketing of BFSI/Insurance or Similar Industry.

CTC: 3.75 + Incentive + Other Benefits

Key Responsibilities:

• Achieving the sales target through assigned leads, which may be self-generated or may be generated by the Branch Ops, Call Center teams and/or other sources.
• Meeting prospective customers in assigned geography to understand their financial need and sell insurance solutions that cater to their needs.
• Take daily follow-up of clients
• Providing pre-and post-sales support (e.g., claim settlement)
• Ensuring quality of business and persistency (renewals of premium)

Candidate Preference:

• Good Communication Skills
• Ability to convince and influence others
• Strong interpersonal skills and relationship management
• Goal orientation despite pressures and setbacks
• Willing to travel in the designated region/city
• Local Language preferred

Interview Process:

• Online Assessment (Test)
• HR Telephonic Round
• F2F Interview/Video Call Interview with Line Manager

Rewards:

• Attractive incentives
• An employee of the Quarter and Employee of the Year awards
• Special award ceremonies to celebrate high-performing teams.

More Information: 96628 33693