Financial Planning Manager
HDFC STANDARD LIFE INSURANCE LTD
Ahmedabad
3d ago

Job Description

Roles and Responsibilities

  • Managing relationships within corporate clients of HDFC Life in the assigned geography
  • Serve as the single point of contact for on-boarding customers
  • Ongoing servicing of clients from policy issuance to claim settlement
  • Act as the go-to-person for solving customer queries / issues
  • Responsible for cross-sell / up-sell within the allocated customers
  • Skills :

  • Effective listening & business communication skills ( English)
  • Good at managing relationships with senior stakeholders
  • Quick learner
  • Efficient time management
  • Basic understanding of financial products will be advantageous
  • Desired Candidate Profile

  • Education : Graduate
  • Experience : Sales experience of 1+ years in BFSI industry
  • Age : 21 to 35 years
  • Salary : Not Disclosed by Recruiter

    Industry : Functional Area :

    Functional Area :

    Role Category : Other

    Employment Type : Full Time, Permanent

    Education-

    UG : Any Graduate in Any Specialization

    PG : Post Graduation Not Required

    Doctorate : Doctorate Not Required

    Report this job
    checkmark

    Thank you for reporting this job!

    Your feedback will help us improve the quality of our services.

    Apply
    My Email
    By clicking on "Continue", I give neuvoo consent to process my data and to send me email alerts, as detailed in neuvoo's Privacy Policy . I may withdraw my consent or unsubscribe at any time.
    Continue
    Application form