Financial Planning Manager
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
- 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).
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