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Financial Planning Manager

Ahmedabad, Bangalore, Kolkata

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Urgent hiring for Leadng insurance company for Bancassurance(corporate sales)
The Financial Planning Manager (FPM) has the responsibility of driving sales and
achieving the sales target through the assigned CFSRMs (Corporate Financial
Relationship Mangers of CFS branches).
Target Achievement
• Drive sales and achieve targets through the CFS Branches of Bank of Baroda
Channel
• Selling company’s product
• End to End Wealth Management Solutions to provide security, safety, savings to
owners/promoters of Large / SME corporates through a special package comprising
of following individual plans on Following Platforms:
o MWPA
o Employer Employee
o Keyman Insurance
o Worksite Marketing for employees of the corporates
• Extending above mentioned Employer- Employee Group Insurance solutions for
employees of the Large / SME corporates:
o Group Protection
o Employee Benefit schemes (Superannuation, Gratuity and Leave
encashment)

• The NBFCs, Small Banks and Micro Finance institutions that are funded by Bank of
Baroda will also be pitched following products:
o Group Credit Life for their customers
o Group Term Life for their employees
• Product Training and conducting Customer engagement events (ICE / E-Sampark)
Sales Support
• Support the CFSRM in his sales effort, in terms of generating benefit illustrations,
accompanying on client calls if required etc
• Creating SP licenses in CFS Branches
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 CFSRMs
• Engage the CFSRMs 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.

Experience	2 - 8 Years
Salary	5 Lac To 7 Lac P.A.
Industry	Financial Services / Banking, Investments / Insurance / Stock Market / Loan
Qualification	Other Bachelor Degree
Key Skills	Insurance b2b Sales Corporate Sales Life Insurance Finance Manager Finance Officer Walk In

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