Financial Planning Manager Ahmedabad : www.kairosconsultancy.com Kairos Consultancy

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Kairos Consultancy Ahmedabad : Financial Planning Managers
Company Name : Kairos Consultancy ( kairosconsultancy.com )
Company Location : Ahmedabad
Designation (of vacancy) : Financial Planning Managers
Company E-mail ID : nirav.kairosconsultancy@gmail.com
Company Website : www.kairosconsultancy.com

Job Description, Candidate Profile, Company Profile, Company Address :
Hello,
Greetings

Greetings from Kairos Consultancy a Job Placement Company,

We have an excellent opening in one of the Leading Life Insurance Company for the position of Financial Planning Managers.

Job Description : To offer financial solution to customers to secure their lives through sale of
Insurance Policies.

Functional Area : Sales / Business Development

Industry : Insurance

* Profile Description : DESIRED QUALIFICATIONS AND EXPERIENCE:
3-mths or more experience in Insurance or experience in direct sales across sectors/ Fresher with a flair for sales.

KEY RESPONSIBILITIES:
Candidates will be given leads to work and would be fully supported by their sales managers and training manager in initial days of learning with our organisation.
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

Details:-
Maximum Age limit - 26yrs

Minimum Qualification - Graduate

Own Conveyance is mandatory

Residing in Ahmedabad / Surat from last 2 yrs

Good Communication.

Salary Package: 1.80 lacs (inclusive of conveyance) + incentives

If you are intrested for this profile then send your cv on nirav.kairosconsultancy@gmail.com as early as possible.


Warm Regards,
Nirav Dave
9925103114:
1007,Anand Mangal-III, opp. Apollo Hospital,
Nr. Doctor House, Nr. Parimal Garden,
Ellisebridge,Ahmedabad-380006
www.kairosconsultancy.com

[Guest-IJT]

Name : Anil Dubey
Email : dubeyab AT yahoo.co.in
Designation / Skillset : Sr.Financial Service Manager
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Resume :
Organization : ICICI Prudential Life Insurance Company Limited.
Duration : April 2008 to till date
Designation : Sr. financial service Manager.
Job Profile : (Retail partnership distribution channel)
- To do the empanelment of the Retail shop & MF, CA & imparting them training.
- To do lead generation from our Partner’s & do the sales call.
- To visit clients for promotion of business.
- To arrange various Activities like Diabetic Campaign for promotion of business.
- To Handling the 45 Partners like (Chemists, Doctor, MF, CA) in Mumbai.
- To get customer feedbacks and discuss during meetings.
- To visit every call provided by our call centre and branch Sales to Service.
REWARDS AND RECOGNITION :
- Qualified lakhpati club with certificate by our Z. M
Organization : ICICI Prudential Life Insurance Company Limited.
Duration : 3rd Dec 2007 to April 2008
Designation : Associate financial service Manager.
Job Profile : (Retail partnership distribution channel)
- To do the empanelment of the Retail shop & MF, CA & imparting them training.
- To do lead generation from our Partner’s & do the sales call.
- To visit clients for promotion of business.
- To arrange various Activities like Diabetic Campaign for promotion of business.
- To handling the 30 Partners like (Chemists, Doctor, MF, CA) in Mumbai.
- To get customer feedbacks and discuss during meetings.
To visit every call provided by our call centre and branch Sales to Service
- REWARDS AND RECOGNITION :
- Qualified for Health Achiever Forum Rewarded in GOA & Mount Aabu by Our Vice President Mr. Sumeet Mohindra’.
Organization : Cholamandalam General Insurance co ltd
Duration : Nov 2005 to Dec 2007

Designation : Team Leader
Job Profile :
- To handle the team of sales officer.
- To give the motivating advice to my sales team.
- To empanelment the travel agent by our sales team.
- To solve the problem of every customer whatever refer from travel agent.
- To generate business from travel agent.
Organization : IDBI Bank Ltd.
Duration : April 2005 to Nov 2005

Designation : sales executive
Job Profile
- To source the customer who interested to open saving account.
- To arrange various Activities at Malls and Corporate for promotion of business. Development.
Degree Year of Passing Institute/University
B.A
2004 Allahabad University
H.S.C
2001 U.P Board
S.S.C 1999 U.P Board
Place : Mumbai (ANIL KUMAR DUBEY)
Date :
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More Information about this submission and submitter :-
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Submission ID : 4187389
Date & Time : 29th May 2011 2:12 PM (UTC)
IP Address : 101.208.22.97
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