Posted:3 weeks ago|
Platform:
On-site
Full Time
Position: Financial Planning Manager / Banking Sales Manager
Department: Direct Channel
Location: Bilaspur, Ambikapur, Raigarh
CTC: 3.15+ Incentive + Other Benefits
Key Responsibilities:
• Achieving the sales target through assigned leads, which may be self-generated or may be generated by the Branch Ops, Call Center teams and/or other sources.
• Meeting prospective customers in assigned geography to understand their financial need and sell insurance solutions that cater to their needs.
• Take daily follow-up of clients
• Providing pre-and post-sales support (e.g., claim settlement)
• Ensuring quality of business and persistency (renewals of premium)
Candidate Preference:
1. Good Communication Skills
2. Ability to convince and influence others
3. Strong interpersonal skills and relationship management
4. Goal orientation despite pressures and setbacks
5. Willing to travel in the designated region/city
6. Local Language preferred
Interview Process:
• Online Assessment (Test)
• HR Telephonic Round
• F2F Interview/Video Call Interview with Line Manager
Rewards:
• Attractive incentives
• An employee of the Quarter and Employee of the Year awards
• Special award ceremonies to celebrate high-performing teams.
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