Financial Planning Head- HNI Bancassurance

Skywings Advisors Private Limited

Profile: Financial Planning Head- HNI Bancassurance

Location: Delhi

Exp. 12+ Yrs. in bancassurance sales (5+ yrs. in managing HNI clients and 6+ yrs. in on-roll team handling) from life insurance industry only

CTC: Up to 22 LPA

Qua: MBA/PG in Marketing from a reputed institute

Industry: Life Insurance

Job Responsibilities:

Undertake strategic planning on achieving sales targets for the channel/zone.

Develop sales targets for the cluster within the zone.

Ensure monitoring and analysis of performance.

Provide inputs for product improvements, new product launches and improvement in sales processes.

Manage & enhance relationship with the Zonal Managers of the partner banks.

Ensure achievement of sales targets for the zone.

Effectively manage overheads and thus ensure reduction in of cost of operations for the zone.

Ensure company provides superior sales experience to its customers in the channel/zone.

Take responsibility for development of team members and planning for succession; acting as a mentor and coach and taking follow up action to ensure employee satisfaction and motivation.

Key Performance Indicators:

Relationship with Zonal Managers and team of the partner banks.

Employee satisfaction.

Customer satisfaction.

Sales Target achievement.

Zones Profitability achievement.

Zones Sales force productivity.

Zones Branch productivity.

Zones team Attrition Rate.

Required Competencies:

Building Customer Focus.

Good Communication and presentation Skills.

Leading & Developing People.

Market knowledge.

12+ yrs. Bancassurance experience from LI Industry.

Sales & distribution operations understanding.

Exp. in managing premium/ HNI clients in life insurance industry is a must.

If above matches with your interest, please email your resume.

• Experience

  12 - 18 Years

• No. of Openings

  1

• Education

  Any Bachelor Degree

• Role

  Financial Head

• Industry Type

  Banking / Financial Services / Stock Broking

• Gender

  Male

• Job Country

  India

• Type of Job

  Full Time

• Work Location Type

  Work from Office