Financial Planning Manager

Skywings Advisors Private Limited

Urgent hiring for Leadng insurance company for Bancassurance(corporate sales)

The Financial Planning Manager (FPM) has the responsibility of driving sales and

achieving the sales target through the assigned CFSRMs (Corporate Financial

Relationship Mangers of CFS branches).

Target Achievement

Drive sales and achieve targets through the CFS Branches of Bank of Baroda

Channel

Selling companys product

End to End Wealth Management Solutions to provide security, safety, savings to

owners/promoters of Large / SME corporates through a special package comprising

of following individual plans on Following Platforms:

o MWPA

o Employer Employee

o Keyman Insurance

o Worksite Marketing for employees of the corporates

Extending above mentioned Employer- Employee Group Insurance solutions for

employees of the Large / SME corporates:

o Group Protection

o Employee Benefit schemes (Superannuation, Gratuity and Leave

encashment)

The NBFCs, Small Banks and Micro Finance institutions that are funded by Bank of

Baroda will also be pitched following products:

o Group Credit Life for their customers

o Group Term Life for their employees

Product Training and conducting Customer engagement events (ICE / E-Sampark)

Sales Support

Support the CFSRM in his sales effort, in terms of generating benefit illustrations,

accompanying on client calls if required etc

Creating SP licenses in CFS Branches

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 CFSRMs

Engage the CFSRMs 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.

Experience : 2 - 8 Years

No. of Openings : 6

Education : Any Bachelor Degree

Role : Financial Planning Manager

Industry Type : Banking / Financial Services / Stock Broking

Gender : [ Male / Female ]

Job Country : India