hr@assuredjob.com |
+91-8860159136 |
Chennai
To work closely with Planners of HSBC, for improving the insurance penetration by providing technical assistance, knowledge of Insurance
products in the Industry & processes, also the selling skills as well as best industry practices. He would also be measured objectively from
time to time as per the business requirements ( Refer Measures of Success – section*). The role, plays the influential part to improvise the
sales and conviction of INM planners in Traditional Plans as a portfolio management tool along with Debt related instruments. This role
demands high levels of knowledge in Life Insurance and its variants along with fair knowledge about the entire financial markets.
Impact on the Business / Function
- Joint Calls
- Financial Planning Sessions with customers alongside the
planners
- Sales closures
- Planner activation
- Maintain the agreed productivity per planner
- Maintain the agreed Trad mix
- Subject Matter expert
Customers / Stakeholders
- Planners
- Sales Managers of HSBC (Level 1 reporting Manager for
Planners)
- Branch Managers of HSBC
- RSM/ASM
- Cluster Head
Leadership & Teamwork
- Demonstrate Leadership
- Influencing Skills
- Create a common goal and seek it
Operational Effectiveness & Control
- Timely Reporting
- Adhering to Processes
No Audit Gaps
Experience | 4 - 8 Years |
Salary | 7 Lac To 13 Lac P.A. |
Industry | Sales & Marketing / Business Development / Telecaller |
Qualification | Other Bachelor Degree |
Key Skills | Portfolio Maangement Hni Client Handling Wealth Management Relationship Manager Wealth Management Nri Business Ultra Hni Client Handling Insurance Sale walk in |
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