Application deadline date has been passed for this Job.
Dharmik Kava
Job Overview
Interested candidates share their CV on dharmik.k@suproinfo.com or contact on 6352491043
Job description
Roles and Responsibilities
- Designation: Financial Planning Manager
- Function / Department: Direct Channel / Direct Sales
- CTC- 2.5 Lakhs+incentives+bonus
- Responsibility: The primary responsibility of the FPM is to sell insurance policies by generated / generating leads though internal / external distribution model and serving existing customers or leads that are received from the respective channel for sourcing business.
- Daily monitoring of leads
- Update leads in LMS system
- Repost daily activity to supervisor
- Service existing clients
- Maintain assigned renewals data and persistency targets
Desired Candidate Profile
- Increase the top of funnel by driving period BTL activates, generating referral form prospect customers to generate a bigger prospect base.
- Maximize virtual connects with the qualified prospects using various digital platforms along with other social media platforms.
- Adopt need based selling (Tailor make recommendation based on customers profile)and assist and coordinate with customers to facilitate smooth policy insurance.
- Rigorous and timely follow-up on all prospects that are in work in progress stage.
- Update prospect information and track performance on lead management system (LMS)/VYMO
- Ensure that all procedural requirement for policy issuance are complete and correct.
- Track polices that have been logged in the branch to ensure speedy insurance to provide correct and complete information on products to all customers to show transparency.
Perks and Benefits
- Fast track promotions.
- Incentives on achievement.
- Aboard Trips on qualifying the achievement.
Must have
- Graduate
- 2 years BFSI experience required
- Local Candidate preferred
