Financial Planning Manager

Position: Financial Planning Manager

Department: Direct Channel

Location: Mumbai-MH

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

CTC:4.25 LPA + 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:

1. Good Communication Skills
2. Ability to convince and influence others
3. Strong interpersonal skills and relationship management
4. Goal orientation despite pressures and setbacks
5. Willing to travel in the designated region/city
6. Local Language preferred

Rewards:

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

More Information: +91 88490 20556 | Kevisha