Sr/ Jr Financial Services Manager

Position- SR/JR Financial Service Manager

Industry- Banking & Financial Service- Direct Channel

Experience- 3 to 6 years

Location- Ellisbridge, Ahmedabad

Job Role:

• Increase the top of funnel by driving period BTL activates, generating referral form prospect customers to generate a bigger prospect base.
• Maximize virtual connects with the qualified prospects using various digital platforms along with other social media platforms.
• Adopt need based selling (Tailor make recommendation based on customer’s profile) and assist and coordinate with customers to facilitate smooth policy insurance.
• Rigorous and timely follow – up on all prospects that are in work in progress stage.
• Update prospect information and track performance on lead management system (LMS) / VYMO
• Ensure that all procedural requirement for policy issuance are complete and correct.
• Track polices that have been logged in the branch to ensure speedy insurance to provide correct and complete information on products to all customers to show transparency.

Objective/ Purpose

To sell insurance policies by generating leads though retail distribution model and serving existing customers or leads that are received from the channel, apart from sourcing business.

Skills & Qualifications:

3-6 years work experience. Minimum 6 months of experience in life insurance sales management / retail bank distribution / co-operative bank and channel management / DSA relationship.

• Strong Customer Orientation
• Comfortable working with digital platforms
• Good Communication Skills- Both face to face and virtually
• Strong Interpersonal Skills
• Strong Active Listening Skills
• Coordination Skills
• Time Management Skills
• Negotiation Skills

Job Type: Full-time

Pay: ₹300,000.00 - ₹550,000.00 per year

Schedule:

• Day shift

Work Location: In person