Bank assurance - Financial Manager - Leading Life Insurance Co

Job Description
ASSOCIATE FINANCIAL SERVICES MANAGER - BANCASSURANCE

Location : Mumbai

EDUCATION : Graduate / MBA

KEY RESPONSIBILITIES:

1) Prospecting in assigned areas & cold calling.

2) Taking responsibility of the assigned geographical area, fulfilling leads of the area & prospecting new business from the assigned areas.

3) Getting referrals from customers. Not just selling to a customer but also getting referrals from the every person met

4) Closing sale and following up on issuance of Insurance Policy documents.

5) Generating leads from respective bank branches & fulfilling the leads.

6) Would have to strike rapport with ICICI Bank branch staff in order to generate leads & access their database.

7) To gain customer confidence to manage his/her complete financial portfolio.

8) Telemarketing calls to prospective clients and develop market through a process of continuous prospecting.

9) Responsible for educating the prospects about our products viz- a- viz competitor products.

10) Following up on high net-worth leads given by the bank staff.

11) Involvement in work site activities (putting up stalls and making presentations in corporates.

12) Meeting the correct authority in the corporate, getting permission to make presentations to employees, meeting maximum number of employees in each corporate to sell individual as well as group policies.

Desired Candidate Profile:
REQUIREMENTS:

1) MBA / PGDBA / PGDM with 1+ years sales experience. Experience in sales of Financial products like credit cards, Home Loans, Personal Loans, etc. would be an advantage good communication skills.

2) OR Graduate in any stream with 1+ any experience. Experience in sales of Financial products like credit cards, Home Loans, Personal Loans, etc. would be an advantage

3) Age between 21 and 29 years.

4) Basic awareness of life insurance & other insurance products.

5) Good spoken & written English & knowledge of a second language & flare for interaction with customers.

6) Knowledge of the market place.

7) High energy levels.

8) High result orientation (target driven)


KNOWLEDGE / SKILLS / ABILITIES

1) Familiarity with local HNW market
2) Result orientation
3) Strong network
4) Leadership ability
5) Disciplined, structured, process driven.
6) Positive Attitude
7) Customer sensitivity
8) Relationship building

Keywords: sales, insurance, unit manager, development manager, sales development manager, bancassurance, direct marketing, agency channel, tied agency, retail sales, mutual funds

Hiring Company Details

Intellecta Consultants

We are a premier Recruitment Services Firm operating in Middle, Senior & Top Management Recruitment space for varied industries and sectors such as Banking & Financial Services, Telecom, IT, Call Centers and BPO.

    Executive Name: Shraddha Tiwari
    Contact Details: 08976095708
    Address: 302,Gemstar Comm CplxRamchandra LaneMalad (W), Mum