Financial Services Manager

As a Financial Service Manager in the Banking and Financial Services industry, your primary responsibility is to increase the top of the funnel by driving period BTL activities and generating referrals from prospect customers to expand the prospect base. You are expected to maximize virtual connections with qualified prospects using various digital platforms and social media. Your role also involves adopting a need-based selling approach, tailoring recommendations based on customers" profiles, and assisting customers in smooth policy insurance coordination. - Drive period BTL activities and generate referrals from prospect customers - Maximize virtual connections with qualified prospects using various digital platforms and social media - Adopt a need-based selling approach and tailor recommendations based on customers" profiles - Assist customers in smooth policy insurance coordination Additionally, you will need to diligently follow up on all prospects at the work-in-progress stage, update prospect information, and track performance on the lead management system (LMS) or VYMO. It is crucial for you to ensure that all procedural requirements for policy issuance are complete and accurate. Monitoring policies logged in the branch to ensure speedy insurance and providing correct and transparent information on products to all customers will also be part of your responsibilities. - Follow up on prospects at the work-in-progress stage - Update prospect information and track performance on LMS or VYMO - Ensure all procedural requirements for policy issuance are complete and accurate - Monitor policies logged in the branch for speedy insurance - Provide correct and transparent information on products to all customers The primary objective of this role is to sell insurance policies by generating leads through a retail distribution model, serving existing customers, and handling leads received from the channel while sourcing business. To excel in this role, you should have 3-6 years of work experience, with a minimum of 6 months in life insurance sales management, retail bank distribution, cooperative bank and channel management, or DSA relationship. Your success will be greatly supported by your strong customer orientation, comfort working with digital platforms, good communication skills (both face-to-face and virtually), strong interpersonal skills, active listening abilities, coordination skills, time management skills, and negotiation skills. - Sell insurance policies through a retail distribution model - Serve existing customers and handle leads received from the channel - Source business by generating leads - Requirements: 3-6 years of work experience with a minimum of 6 months in life insurance sales management, retail bank distribution, cooperative bank and channel management, or DSA relationship - Skills required: Strong customer orientation, comfort with digital platforms, good communication skills (face-to-face and virtually), strong interpersonal skills, active listening abilities, coordination skills, time management skills, negotiation skills This is a full-time position with a day shift schedule located in Ellisbridge, Ahmedabad.,