Financial Planning Manager - Bangalore JobsCafe.com Job Description Position - FPM (Financial Planning Manager)
FPM works extensively in the field of financial planning of the customers wherein his
job involves primarily retail and corporate selling of life insurance with telemarketing
support also provided
Experience Required -- 3 months onwards/Freshers are also welcome.
-- Good comm. skills, presentation, Should have flair for sales.
-- Localities in and around Bangalore are preferable or those who are staying in
Bangalore for min 2 yrs
Post your Resume in Shine for more Matching Jobs - Click here to Register Today!Desired Profile KEY RESPONSIBILITIES:
• Meet the revenue targets on a monthly basis.
• Responsible for identifying need and providing financial planning assistance-solution oriented.
• To provide excellent customer service in terms of renewals and deliveries.
• To provide quick response to customer queries.
• Even filing of applications and focus on all product categories.
• Strict adherence to sales process.
• To ensure that all the forms are filled correctly before submission to help minimize delays in policy enforcements.
• To gain customer confidence to manage his/her complete financial portfolio.
• Telemarketing calls to prospective clients and develop market through a process of continuous prospecting.
• Responsible for educating the prospects about our products viz- a- viz competitor products.
• Maintaining team productivity and achieving team and individual targets
Experience Required -- 3 months onwards/Freshers are also welcome.
-- Good comm. skills, presentation, Should have flair for sales.
-- Localities in and around Bangalore are preferable or those who are staying in Bangalore for min 2 yrs.
-- Should have their own Conveyance
-- Age 22 to 25 yrs
Contact Person - Hari
Department - Human Resource
Experience 0 - 3 Years
Industry Type Insurance
Role Sales Exec./Officer
Functional Area Sales, BD
Education UG - Any Graduate - Any Specialization
PG - Any PG Course - Any Specialization
Location Bengaluru/Bangalore
Keywords Sales, Insurance Sales, Direct Sales, Direct Channel, Direct Marketing,
DST
If you meet the above mentioned criteria, apply online
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