Financial Planning Manager - Lucknow JobsCafe.com Job Description Position - FPM (Financial Planning Manager)
The person will be responsible to bring in the sales from existing customers of MNYL, lead support will be provided, and also he/she needs to work on references as well. Will be responsible for serving existing clients as well as generating new customer base by selling MNYL products.
Experience Required -- 3 months onwards/Freshers are also welcome.
-- Good comm. skills, presentation, Should have flair for sales.
-- Localities are preferable
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
Specification:
Localites or should have stayed for atleast 3 yrs
Age group-21-28 yrs
Exp: 0-2 yrs
Industry: Banking / Finance, Hospitality, space selling, Telecom, Pharma
Vehicle (Vehicle is mandatory)
MBA Freshers ( with specialization in marketing are welcome)
Good Communication Skills, Confident, Aggressive, Customer Centric, Driven for results
Interview Schedule: Interviews on Daily Basis ( From 12pm-3pm)
Contact person for Interview: Gaurav Gupta
Address:Max New York Life Insurance Co. Ltd.
506,5th Floor
Ratan Square Building
Vidhan Sabha Marg,
Lucknow-226001
Experience 0 - 3 Years
Industry Type Insurance
Role Sales/BD-Mgr
Functional Area Banking, Insurance
Location Lucknow
Keywords Sales, Insurance Sales, Direct Sales, Direct Channel, Direct Marketing, DST
New York Life Freshers Walkin