Financial Planning Manager

Direct Channel – Sales Manager

Industry: Insurance Channel: Direct Sales Department: Sales & Business Development

Job Summary

We are looking for a motivated Sales Manager to drive business growth through the Direct Channel. The role involves acquiring new customers, managing relationships, achieving sales targets, and developing business in the assigned territory.

Key Responsibilities

• Generate new business through direct customer acquisition.
• Identify and approach prospective customers through field visits, referrals, and local networking.
• Explain insurance products and solutions based on customer requirements.
• Build and maintain strong relationships with existing and prospective customers.
• Achieve monthly and annual sales targets.
• Follow up on leads and convert prospects into customers.
• Ensure proper documentation and timely submission of proposals.
• Provide effective after-sales support and maintain customer relationships.
• Track sales performance and prepare regular reports.
• Ensure compliance with company policies and insurance regulations.

Eligibility Criteria

• Graduate in any discipline.
• BFSI sector experience is mandatory.
• Candidates must have relevant experience in Insurance / Banking / Financial Services / BFSI sales.
• 1–3 years of relevant sales experience.
• Strong communication and interpersonal skills.
• Good customer-handling and negotiation abilities.
• Willingness to travel locally for customer meetings.
• Target-oriented and self-motivated.

Key Skills

Direct Sales | Customer Acquisition | Lead Generation | Relationship Management | Business Development | Negotiation | Target Achievement

Important Note

We are considering only candidates with BFSI sector experience for the Direct Channel. BFSI experience is mandatory. Candidates without relevant BFSI experience are requested not to apply. Please apply only if you meet this requirement.

Compensation

CTC: As per company standards + Incentives + Benefits

Contact Contact Number: +91 96628 33693 Email: sales@tekpillar.com