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Max New York Life Insurance Jobs in India at Mumbai – Finance jobs mumbai Pune

Job Title : Financial Planning Manager

Company Name : Max Newyork Life Insurance

Experience: 0 – 2   yrs.

Job Location: Thane ,Mumbai ,Navi Mumbai ,Pune

Desired :

• Graduate with a minimum of 1 year experience in sales
• Age between 23 and 28
• 1 YEAR or more experience in insurance

Job Description :

• 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.

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