Finance Jobs in Bhopal

Financial Planning Manager

Job Description

Dear Candidate,We are hiring for a leading Life Insurance Company.

JD- Responsibility / TasksProspect Build up

• Scout at the market place for a potential customer through a combination of referrals, relationship with

existing clients, corporate activities, amp; Telecalling

• Ensure the leads provided by the company are met up through rigorous follow up
• Keep working to build a sufficiently large prospect funnel at all times

Sales Management

• Identify customer needs amp; profiles amp; financial goals
• Render an appropriate advice that meets the customers financial goals
• Explain the product features / benefits
• Ensure proper follow through for closure by right documentation amp; sales process implementation
• Follow up for service regularly from time to time amp; keep customer informed about all important updates
• Collect renewals regularly.

CTC: Upto 3.75LPARequirement: Min 1 yr in Banking sales (life insurance) experience is mandatory.Qualification: Min Graduation.Channel:Direct Channel( Loyalty).