Financial Planning Manager

  • icon job experience 1 - 7 Years
  • icon job opening 6 Openings
  • icon salary 1.3-3.5 Lac/Yr
  • icon job location Surat
  • Face-to-Face interview Face-to-Face interview

Job Description

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 LPA

Requirement: Min 1 yr in Banking sales (Life insurance) 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

About Skywings Advisors Private Limited

Skywings Advisors Private Limited is one of the leading companies based in New Delhi, Delhi operating in placement and recruitment industry. We are offering specialized services in all recruitment disciplines including Legal, Finance, IT, Sales & Marketing, Commercial, Health Care, automobile, Training & Education, Industrial & Warehouse & Construction, IT/Software, E-Commerce & Internet .rnrnWe strive to achieve the same level of understanding you have about your business. To Assuredjob.com that's paramount. But we also bring with us prodigious knowledge of recruitment practice and up to date assessment methods.
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