Financial Sales Manager

2 days ago


Kolkata, West Bengal, India Max Life Insurance Full time
Job Description

Takes responsibility of fulfilling leads & prospecting new business from salary segment of bank partner to close Protection and annuity business.

- KEY RESPONSIBILITIESLead generation at the time of account opening/service call being made to the customer
- Establishing & strengthening relationship with Cluster head & staff to gain mindshare from them on protection and Annuity
- Involvement in work site activities (putting up stalls and making presentations in corporate.
- Working, engaging and connecting with HNI clients for one on one selling
- Closing sale and following up on issuance.
- Increasing bank s customer awareness about Life Insurance solutions and achieve the targeted penetration on Annuity and protection
- Drive effectively the Reward and recognition programs launched for the bank staff.
- Train the bank staff regularly on Annuity and Protection plan of Max Life

MEASURES OF SUCCESS

- Adjusted MFYP (Modal first year premium)
- Number of policies
- Business Leakage including cancellations

MINIMUM/SPECIFIC EXPERIENCE

- Graduate/ Post Graduate in any discipline
- 1 to 3 years of insurance experience
- Good communication skills - English & regional language (mandatory)
- Age group 21-28 years
- Preferably has own conveyance

Role:Branch Sales Manager (B2C)

Industry Type:Insurance

Department:Sales & Business Development

Employment Type:Full Time, Permanent

Role Category:Retail & B2C Sales

Education

UG:Any Graduate

PG:Any Postgraduate
  • Financial Analyst

    2 days ago


    Kolkata, West Bengal, India Leverest Financial Services Full time

    The ideal candidate will be responsible for using their analytical mindset to analyze and interpret financial data, then relating it to potential business trends and issues.Responsibilities- Financial Modelling- Analyse current and past financial data and performance to make future projections- Debt Syndication and Fund Raising from Banks, Fund Houses,...


  • Kolkata, West Bengal, India beBeeFinancial Full time ₹ 6,00,000 - ₹ 10,00,000

    Job Title: Financial Operations ManagerAbout the Role:Contribute to financial planning and budgeting processes.Ensure accuracy in financial record-keeping and compliance with regulatory requirements.Reconcile transactions on a daily, monthly, and yearly basis to guarantee financial stability.Prepare financial statements and reports as required.Process...

  • Financial Manager

    21 hours ago


    Kolkata, West Bengal, India beBeeFinancial Full time ₹ 8,00,000 - ₹ 15,00,000

    Accounting Position OverviewThis is a full-time, on-site role for an accounting professional. The successful candidate will be responsible for managing financial records, preparing balance sheets, and handling tax filings.Key Responsibilities:Monitoring financial transactionsGenerating financial reportsReconciling bank statementsMaintaining accurate...

  • Sales Manager

    4 weeks ago


    Kolkata, West Bengal, India Xperteez Technology Full time

    About the Role:As a Deputy Manager, you will be at the forefront of our business expansion efforts, operating primarily in the field. Your core responsibilities will include identifying and recruiting talented part-time job seekers to serve as advisors/agents, providing them with comprehensive training, and continuously mentoring them to achieve ambitious...

  • Accountant

    1 day ago


    Kolkata, West Bengal, India Mayur Sales Full time

    Role DescriptionThis is a full-time, on-site role located in Kolkata for an Accountant. The Accountant will be responsible for managing financial records, preparing balance sheets, and handling tax filings. Day-to-day tasks include monitoring financial transactions, generating financial reports, reconciling bank statements, and ensuring compliance with...


  • Kolkata, West Bengal, India Randstad Full time

    The Financial Risk Manager is responsible for identifying, assessing, and managing financial risksthat could impact the organization's financial stability and performance. This role involvesdeveloping and implementing risk management strategies, frameworks, and policies to mitigatepotential financial threats. The ideal candidate will work closely with senior...

  • Sales Manager

    2 days ago


    Kolkata, West Bengal, India Bajaj Allianz General Insurance Company Limited Full time

    Job DescriptionJob Description :1. Computer literacy:- Helping the sales team to improve their productivity by contacting customers to arrange appointments and ensuring all Sales Representatives have high-quality, up-to-date support material.- Collaborating with other departments to ensure sales, marketing, queries, and deliveries are handled efficiently.-...

  • Accountant

    14 hours ago


    Kolkata, West Bengal, India Mayur Sales Full time

    Role Description This is a full-time, on-site role located in Kolkata for an Accountant. The Accountant will be responsible for managing financial records, preparing balance sheets, and handling tax filings. Day-to-day tasks include monitoring financial transactions, generating financial reports, reconciling


  • Kolkata, West Bengal, India beBeeFinancialManagement Full time ₹ 90,00,000 - ₹ 1,20,00,000

    Financial Management ProfessionalThis is an exciting opportunity to work in a leading organization, playing a key role in the financial management of our company.We are looking for a highly skilled Financial Management Professional who can manage and maintain accurate and up-to-date financial records.Manage and maintain accurate and up-to-date financial...


  • Kolkata, West Bengal, India beBeeFinancial Full time ₹ 8,00,000 - ₹ 12,00,000

    Job Overview:We seek a seasoned Financial Manager to oversee our financial operations.Main Responsibilities:Maintain accurate and up-to-date financial recordsConduct thorough reviews of financial transactionsDevelop effective financial strategies to drive business growthAnalyze financial data to provide insights and recommendationsE nsure compliance with all...