Financial Planning Manager

Corporate Resources

Represents HDFC life to all customers.

Direct selling to the customers via appointments ( Office/ Home visits).

Ensure that leads/ appointments allocated by the call center are attended and reverted

within the TAT.

Ensure Self Sourcing Targets are achieved

Ensure business Reporting, MIS on sales call (LMS) , Lead Utilization and conversion

are updated and maintained on a daily basis.

Ensure that MIS/ Reporting formats are maintained/ Updated on regular basis.

Insurance solution provider for our customers.

Educate the Customer about the company/ channel.

Customer Servicing.

Ensure strict adherence to Human resource Norms - Policies & processes.

Experience : 2 - 5 Years

No. of Openings : 1

Education : Any Bachelor Degree

Role : Finance Manager

Industry Type : Banking / Financial Services / Stock Broking

Gender : [ Male / Female ]

Job Country : India