Financial Planning Manager Job in Skywings Advisors Private Limited.
Financial Planning Manager
- Bengaluru, Bangalore Urban, Karnataka
- Not Disclosed
- Full-time
- Permanent
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 company s 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, 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.
Salary : 5 Lac To 7 Lac P.A.
2 to 8 Years
2 - 4 Hires
