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Financial Planning Manager (BFSI sector) Location: IN-Chennai Jobcode: 64b0fc3cd6eb59e74a180689 Email Job
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Position: Financial Planning Manager No. of Positions - 2 Chennai - 2 - Two wheeler mandatory
- Candidate use to manage 3 to 5 branches of Bank of Baroda
- Maximum age limit is 35
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 - 520,000.00 per year Schedule: Ability to commute/relocate: - Chennai, Tamil Nadu: Reliably commute or planning to relocate before starting work (Required)
Application Question(s): - 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 ?
Education: Experience: - Financial planning: 5 years (Required)
- Insurance / Banking / Finance / FMCG / NBFC / Pharma Sales: 5 years (Required)
*Speak with the employer* +91 8825602863 and send your resume to (e-mail removed)
Application Deadline: 22/07/2023
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