| Job Title | Associate Financial Planning manager - DD |
|---|---|
| Category | Finance |
| Location | Gopalapuram |
| Company | Bharti AXA Life Insurance |
| Description | Promoting and Selling Life insurance products directly to customers, identifying client needs, building client relationships and meeting Sales targets KEY RESPONSIBILITIES Lead Generation- Identify and Prospect new clients through networking, referrals or cold calling. Directly promote and sell life insurance policies to prospective clients. Assess client needs and financial goals to recommend the most suitable insurance products as per customer need analysis and ensure right product positioning with customer. Build and maintain long lasting relationships with clients for retention and customer satisfaction. Meet or Exceed sales targets and performance metrics and achieve new business productivity & Renewal Targets. Handle client inquiries and provide customer service throughout the sales process. To manage all the operations of processing application, Forms, and Policy documentation and collaborate with operations team for timely issuance of policy. Maintain up to date knowledge of all insurance products and company regulations. Stay informed about industry trends, competitors offerings and regulatory updates. Ensure to report DSR via companys sales report management system. Handle policy renewals and other administrative tasks related to policies to provide excellent customer service to the existing and new clients. Ensure quality follow up on assigned leads to ensure timely closure and update status on assigned leads. Adhere to compliance & procedural obligations as per company laid out norms. Take active interest in self-development needs and participate in technical, product and skills training and keep abreast of product and service developments Meet customers to resolve issues or queries proactively Handle complaints in a timely and professional manner Host events for customers to develop new and long-term relationship MINIMUM/SPECIFIC EXPERIENCE Graduate/ Post Graduate in any discipline Good communication skills English & regional language (mandatory) Age group 25-38 years Min 2 years of Sales experience Preferably has own conveyance Previous Sales experience of BFSI industry is preferred Competencies and Skills - Competency - Sales Orientation Definition- Proactively researches and stays updated on new life insurance products and services Identifies customer needs and recommends appropriate solutions Develops strong relationships with existing customers to drive repeat business Meets or exceeds monthly/quarterly sales targets Skillset required- Product Knowledge, Prospecting, Communication, Customer Understanding, Closing Skills Competency- Customer Delight Definition- Proactively identifies and addresses customer needs and concerns Knows customer segments in the locality and develops strong relationships with customers to foster loyalty and trust Provides product knowledge training to sales team to enhance customer experience Analyzes customer feedback and implements improvements to processes and services Skillset required- Customer Service, Relationship Building, Active Listening, Problem Solving, Feedback Handling Competency- Work Ethics Definition- Promotes a culture of integrity and ethical behavior within the team Ensures sales practices comply with relevant laws, regulations, and industry standards Provides guidance to sales representatives on ethical dilemmas and decision-making Takes prompt action to address any unethical conduct or misconduct towards brand values Skillset required- Integrity, Compliance, Fairness, Responsibility, Ethical Behavior Competency - People and Team Leadership Definition- Communicates a clear vision and strategy for the team to achieve organizational objectives Motivates and inspires the team to perform at a high level Delegates tasks and responsibilities effectively to leverage team members' capabilities Provides constructive feedback and coaching to help team members develop their skills Skillset required- Motivation, Teamwork, Delegation, Coaching, Support |
| Salary | Not Disclosed |
| Last Date | 2026-07-12 00:00:00 |
| Apply Link | Click Here |
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