Financial Planning Manager
4d 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


    UG : Any Graduate in Any Specialization

    PG : Post Graduation Not Required

    Doctorate : Doctorate Not Required

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