Financial Services Manager

Objective / Purpose To sell insurance policies by generating leads though retail distribution model and serving existing customers or leads that are received from the channel, apart from sourcing business About Us Generali Central Life Insurance Company Limited (GCLI) is a joint venture between two leading groups: Generali Group- A global insurance group that features among the top 50 largest companies in the world and Central Bank of India – A leading bank in India.

Roles & Responsibilities Increase the top of funnel by driving period BTL activates, generating referral form prospect customers to generate a bigger prospect base. Maximize virtual connects with the qualified prospects using various digital platforms along with other social media platforms. Adopt need based selling (Tailor make recommendation based on customer’s profile) and assist and coordinate with customers to facilitate smooth policy insurance.

Rigorous and timely follow – up on all prospects that are in work in progress stage. Update prospect information and track performance on lead management system (LMS) / VYMO Ensure that all procedural requirement for policy issuance are complete and correct. Track polices that have been logged in the branch to ensure speedy insurance to provide correct and complete information on products to all customers to show transparency.

Educational Qualification Minimum Graduate Experience 3-6 years work experience. Minimum 6 months of experience in life insurance sales management / retail bank distribution / co-operative bank and channel management / DSA relationship Competencies Lead Generation Relationship Management & Customer Servicing Communication & Ability to Influence Ownership Customer Centricity Achievement/Result Orientation & Drive for results Skills Strong Customer Orientation Comfortable working with digital platforms Good Communication Skills- Both face to face and virtually Strong Interpersonal Skills Strong Active Listening Skills Coordination Skills Time Management Skills Negotiation Skills