Job openings for financial planning manager in udupi

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Financial Planning Manager

Udupi

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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 3.75 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
Salary	1 Lac 25 Thousand To 3 Lac 50 Thousand P.A.
Industry	Financial Services / Banking, Investments / Insurance / Stock Market / Loan
Qualification	B.A, B.C.A, B.B.A, B.Com, B.Pharma, B.Sc, M.A, M.C.A, M.Com, M.Sc
Key Skills	Sales Life insurance Finance Manager Financial Planning

About Company

Contact Person	Muskan firoj
Mobile	9759215672
Email ID	Skywingsadvisors15@gmail.com

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