Financial Planning Manager

 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

  Graduate

• Role

  Finance Manager

• Industry Type

  Banking / Financial Services / Stock Broking

• Gender

  [ Male / Female ]

• Job Country

  India

• Type of Job

  Full Time

• Work Location Type

  Work from Office