Financial Planning Manager : Life Insurance Bancassurance

from 4 to 9 year(s) of Experience
Delhi, Chandigarh, Ludhiana

Job Description

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

Salary: Not Disclosed by Recruiter


Functional Area:Sales, Retail, Business Development

Role Category:Retail Sales

Role:Sales/Business Development Manager

Key Skills

Desired Candidate Profile

Please refer to the Job description above

Company Profile

Skill Ventory

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Contact Company:Skill Ventory