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 company’s 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 company’s 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, Company’s 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:

• Day shift

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:

• Bachelor's (Preferred)

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 haridassharrissces@gmail.com

Application Deadline: 22/07/2023