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

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

Qualification: Min Graduation

Channel: Direct Channel(Loyalty)

Regards,

Muskan

• Experience

  1 - 7 Years

• No. of Openings

  6

• Education

  B.A, B.C.A, B.B.A, B.Com, B.Pharma, B.Sc, M.A, M.C.A, M.Com, M.Sc

• Role

  Financial Planning Manager

• Industry Type

  Banking / Financial Services / Stock Broking

• Gender

  [ Male / Female ]

• Job Country

  India

• Type of Job

  Full Time

• Work Location Type

  Work from Office