Financial Planning Manager – Bancassurance

From 5 to 10 year(s) of experience
₹ Not Disclosed by Recruiter

Job Description

Roles and Responsibilities


POSITION / DESIGNATION -Financial Planning Manager – Radiance. -Channel - Bank of Baroda Bancassurance
JOB RESPONSIBILITIES
The Financial Planning Manager (FPM) has the responsibility of driving sales and
achieving the sales target through the assigned SRMs (Senior Relationship
Mangers of Radiance Vertical) and Radiance customers.
Target Achievement
Drive sales and achieve targets through the SRMs of Radiance Channel
Selling company’s product

Product Training and conducting Customer engagement events (ICE / E-
Sampark)

Sales Support
Support the SRM in his sales effort, in terms of generating benefit
illustrations, accompanying on client calls if required etc
All SRMs have to be mandatory SP
Relationship Management
The Bank is the key customer of the FPM and he /she has to engage an open
and trusting relationship with the Branch Managers and SRMs
Engage the SRMs of the bank branches in regular discussions to transfer
knowledge about insurance, Company’s product offerings and understand
their issues/ concerns about selling insurance (if any)
Ensure that all service requirements are met including renewal collections ,
medicals facilitated, and customers are satisfied.

Lead Generation
Spearhead all lead generation initiative from the bank – whether through walk
in, data mining, referrals and others.
Cross sell to Radiance customers and new to bank customers through SRMs
network

KEY PERFORMANCE INDICATORS
QUALITATIVE -
Achieving sales targets

Activate & engage SRMS for Insurance Sales
Arranging training programs for SRMs/ Branch Head on products and selling skills
Increasing productivity of SRMs

WORK EXPERIENCE
5 years In Insurance / Banking / Finance
AGE - 35 Max




Role:Client Retention

Salary: Not Disclosed by Recruiter

Industry:Insurance

Functional Area:Sales & Business Development

Role Category:Sales Support & Operations

Employment Type:Full Time, Permanent

Education

UG:Any Graduate

Company Profile

SKYWINGS ADVISORS PRIVATE LIMITED

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Company Info
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Recruiter Name:Archana

Contact Company:SKYWINGS ADVISORS PRIVATE LIMITED

Telephone:9997994022

Website:http://www.assuredjob.com