- Two wheeler mandatory
- Candidate use to manage 3 to 5 branches of Bank of Baroda
- Maximum age limit is 35
- Day shift
- Chennai, Tamil Nadu: Reliably commute or planning to relocate before starting work (Required)
- Candidates with notice period less than 15 days and immediate joiners only are eligible to apply for this job. Are you serving any notice period or an immediate joiner within 15 days? Please mention the earliest date of joining for this job.
- Have you gone through the JD? Yes/No ?
- Bachelor's (Preferred)
- Financial planning: 5 years (Required)
- Insurance / Banking / Finance / FMCG / NBFC / Pharma Sales: 5 years (Required)
Financial Planning Manager - Chennai, India - HARRISS CONSULTANCY AND ENTERPRISE SOLUTIONS
Description
Position: Financial Planning Manager
No. of Positions - 2
Chennai - 2
JOB RESPONSIBILITIES
The Financial Planning Manager (FPM) has the responsibility of driving sales and achieving the sales target through the assigned SRMs (Senior Relationship Mangers of Radiance Vertical) and Radiance customers.
Target Achievement
Drive sales and achieve targets through the SRMs of Radiance Channel
Selling companys product
Product Training and conducting Customer engagement events (ICE / E-
Sampark)
The Financial Planning Manager (FPM) has the responsibility of driving sales and
achieving the sales target through the assigned SRMs (Senior Relationship
Mangers of Radiance Vertical) and Radiance customers.
Target Achievement
Drive sales and achieve targets through the SRMs of Radiance Channel
Selling companys product
Product Training and conducting Customer engagement events (ICE / E- Sampark)
Sales Support
Support the SRM in his sales effort, in terms of generating benefit
illustrations, accompanying on client calls if required etc
All SRMs have to be mandatory SP
Relationship Management
The Bank is the key customer of the FPM and he /she has to engage an open
and trusting relationship with the Branch Managers and SRMs
Engage the SRMs of the bank branches in regular discussions to transfer
knowledge about insurance, Companys product offerings and understand
their issues/ concerns about selling insurance (if any)
Ensure that all service requirements are met including renewal collections ,
medicals facilitated, and customers are satisfied.
Lead Generation
Spearhead all lead generation initiative from the bank whether through walk
in, data mining, referrals and others.
Cross sell to Radiance customers and new to bank customers through SRMs
network
KEY PERFORMANCE INDICATORS
QUALITATIVE Achieving sales targets
Activate & engage SRMS for Insurance Sales
Arranging training programs for SRMs/ Branch Head on products and selling
skills
Increasing productivity of SRMs
QUANTITATIVE Achievement of Monthly / Quarterly / Half yearly and Annual Sales Target
PREFERRED CREDENTIALS
WORK EXPERIENCE 5 years In Insurance / Banking / Finance / FMCG / NBFC / Pharma Sales
AGE Below 35 years
QUALIFICATIONS Graduates / MBAs of formal education is desirable.
COMPETENCIES
Result Orientation
Leadership Skills
Customer Orientation
Interpersonal and Communication Skills
Energy, Drive and Initiative
Cost and Quality Consciousness
Work Type: Work from Office
Notice Period: Immediate / 15 Days / 1 Month only
EMPLOYER: India first life insurance | Bank of Baroda
Job Type: Full-time
Schedule: Monday to Saturday / 9.30am to 6.30pm
Job Type: Full-time
Salary: 470, ,000.00 per year
Schedule:
Ability to commute/relocate:
Application Question(s):
Education:
Experience:
*Speak with the employer* and send your resume to
Application Deadline: 22/07/2023