Financial Planning Manager

Skywings Advisors Private Limited

Dear Candidate,

We are hiring for a leading Life Insurance Company.

JD- Responsibility / Tasks

Prospect Build up

1) Scout at the market place for a potential customer through a combination of referrals, relationship with

existing clients, corporate activities, & Telecalling

2) Ensure the leads provided by the company are met up through rigorous follow up

3) Keep working to build a sufficiently large prospect funnel at all times

Sales Management

1) Identify customer needs & profiles & financial goals

2) Render an appropriate advice that meets the customers financial goals

3) Explain the product features / benefits

4) Ensure proper follow through for closure by right documentation & sales process implementation

5) Follow up for service regularly from time to time & keep customer informed about all important updates

6) Collect renewals regularly.

CTC: Upto 4LPA

Requirement: Min 1 yr in Banking sales experience is mandatory.

Qualification: Min Graduation

Channel: Direct Channel(Loyalty)

• Experience1 - 7 Years
• No. of Openings7
• EducationAny Bachelor Degree
• RoleFinancial Planning Manager
• Industry TypeBanking / Financial Services / Stock Broking
• GenderFemale
• Job CountryIndia
• Job TypeWork from Office