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Financial Planning Manager (A68)

1.00 to 6.00 Years   Kakinada   29 Sep, 2023
The H R Friend
Job LocationKakinada
EducationNot Mentioned
SalaryRs 2.5 - 4.5 Lakh/Yr
IndustryInsurance
Functional AreaSales / BD
EmploymentTypeFull-time

Job Description

    Designation: Financial Planning Manager (FPM)Company: Indias Leading Life Insurance CompanyDepartment: Direct Sales-(Loyalty)*Location: (Enquiry Your Location)Call & Whatapp: 91hidden_mobilePurpose of the Role:Direct Loyalty channel works on multiple sources of leads, including leads provided by Outbound Contact Centers, Inbound Contact Centers and Portfolio of customers classified on the basis of different campaigns.Role & Responsibilities:>The key responsibility of this role is to focus on customer relationship and customer servicing.>Post on boarding, you will undergo an intensive training program focused upon Insurance industry, products, sales processes and channel management>After the successful completion of training you will be required to meet your sales target through self generated leads / assigned leads, which is generated through Branch ops team and customer database generated by call center team.>This is field job, which requires extensive travel for your assigned geography and customers location. You will be required to be in the market to meet customer/client, sometimes on Sundays as well (as and when required).>You will be evaluated mainly on your ability to serve the customer requirement and up-sell to achieve your sales target (Through utilizing existing customer base/ assigned lead, regular interaction with the existing customers, review their financial arrangements at least once a year, understand the life cycle of the customer and service client effectively).>Required to meet product mix targets specified as per organizations strategy.>Required to support customer on pre and post sales requirements (claim settlement etc.).>Required to focus on quality of business and persistency (renewals of premium).>Achieve minimum expected sales target on a consistent basis through customer meetings.Job Criteria:Candidate should have stable profile and experienced in Field Sales, BFSI sector and insurance background.Apply Soon| Apply Soon|Apply Soon |Apply Soon#If you are interested,Send Your UpdatedResume/CVonWhatapp Soon.Whatapp Number:91hidden_mobileOREmail:hidden_email--Kind Regards,Mamun Hossain | Talent Acquisition Manager | Human Resource | The Hr Friend Consultancy Services!Mobile: 91 hidden_mobile|Email:hidden_emailNeverGive Up

Keyskills :
financelife insurancebfsidirect marketingbankingfmcg salesinsurancesalesdirect sales

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