Financial Planning Manager - Corporate Annuity & Funds (Puducherry)

Financial Planning Manager - Corporate Annuity & Funds (Puducherry)

03 Aug
|
AxisMaxlife
|
Puducherry

03 Aug

AxisMaxlife

Puducherry

Career OpportunitiesPositionExecutive/Assistant Manager - Corporate SolutionsFunctionGroup Business - Corporate SalesDepartmentGroup BusinessBand5/5AJOB SUMMARY: Responsible for achieving the targets for Annuity Business through NPS open market in the assigned region.Responsible for providing assistance in executing the business plan Assist in launching Annuity Business in the Region. Presenting products to the targeted audience Update the Sales process and maintain the databases as suggested by corporate solutions departmentKEY RESPONSIBILITIES:



Responsible for implementing the sales plan of the assigned region Responsible for achieving sales targets from a select group Assist in launching driving Annuity Business Prepare periodic sales reportsMaintain database on corporate clients and competitor information Update the call reports and any competitor’s information as suggested by corporate solutions teamContinuously evaluate potential of Annuity Business in the region Develop specific analysis parameters Conduct analysis on the above mentioned potential groups and prepare reports for the Business Head Collect competitor information on Annuity businessMeasures of Success:  Actual sales generated vs plan Accuracy and timeliness of sales reports Actual activity vs targeted activity Accuracy of competitor information;up to date dataKEY RELATIONSHIPS: Internal:  Business Heads MLI HR Sales Training Team MLI Operations TeamExternal:  Top ClientsDESIRED QUALIFICATIONS and EXPERIENCE:  Graduate/Master of Business Administration preferably in Sales, Marketing or Finance

📌 Financial Planning Manager - Corporate Annuity & Funds (Puducherry)
🏢 AxisMaxlife
📍 Puducherry

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