Max New York Freshers Walkin Feb 1 - 5
Financial Planning Manager - Delhi
JobsCafe.com
Job Description
Position - FPM (Financial Planning Manager)
FPM works extensively in the field of financial planning of the customers wherein his
job involves primarily retail and corporate selling of life insurance with telemarketing
support also provided
Experience Required — 3 months onwards/Freshers are also welcome.
– Good comm. skills, presentation, Should have flair for sales.
– Localities in and around South Delhi are preferable or those who are staying in
DELHI/NCR for min 2 yrs
Desired Profile
KEY RESPONSIBILITIES:
• Meet the revenue targets on a monthly basis.
• Responsible for identifying need and providing financial planning assistance-solution
oriented.
• To provide excellent customer service in terms of renewals and deliveries.
• To provide quick response to customer queries.
• Even filing of applications and focus on all product categories.
• Strict adherence to sales process.
• To ensure that all the forms are filled correctly before submission to help minimize
delays in policy enforcements.
• To gain customer confidence to manage his/her complete financial portfolio.
• Telemarketing calls to prospective clients and develop market through a process of
continuous prospecting.
• Responsible for educating the prospects about our products viz- a- viz competitor
products.
• Maintaining team productivity and achieving team and individual targets
Experience Required — 3 months onwards/Freshers are also welcome.
– Good comm. skills, presentation, Should have flair for sales.
– Localities in and around South Delhi are preferable or those who are staying in DELHI/
NCR for min 2 yrs.
– Should have their own Conveyance
– Age 22 to 25 yrs
Please Walkin for an interview between Mondays to Friday between 11am-4pm.
Contact Person - Sangeeta Gupta
Department - Human Resource
Contact no - 011-41318364 Extn -105
Office address
Venue
Max New York Life,
CC-29,
Nehru Enclave,
Kalkaji
Experience 0 - 3 Years
Industry Type Insurance
Role Sales Exec./Officer
Functional Area Sales, BD
Education UG - Any Graduate - Any Specialization
PG - Any PG Course - Any Specialization
Location Delhi/NCR
Keywords Sales, Insurance Sales, Direct Sales, Direct Channel, Direct Marketing,
DST
