Financial Services Manager

• Increase the top of funnel by driving period BTL activates, generating referral form prospect customers to generate a bigger prospect base.
• Maximize virtual connects with the qualified prospects using various digital platforms along with other social media platforms.
• Adopt need based selling (Tailor make recommendation based on customer s profile) and assist and coordinate with customers to facilitate smooth policy insurance.
• Rigorous and timely follow - up on all prospects that are in work in progress stage.
• Update prospect information and track performance on lead management system (LMS) / VYMO
• Ensure that all procedural requirement for policy issuance are complete and correct.
• Track polices that have been logged in the branch to ensure speedy insurance to provide correct and complete information on products to all customers to show transparency.

Educational Qualification- Minimum Graduate

Experience

3-6 years work experience. Minimum 6 months of experience in life insurance sales management / retail bank distribution / co-operative bank and channel management / DSA relationship