Financial Planning Manager - Corporate Annuity & Funds (Puducherry)

Financial Planning Manager - Corporate Annuity & Funds (Puducherry)

06 Aug
|
Axis Max Life Insurance
|
Puducherry

06 Aug

Axis Max Life Insurance

Puducherry

Career Opportunities
Position
Executive/Assistant Manager - Corporate Solutions
Function
Group Business - Corporate Sales
Department
Group Business
Band
5/5A
JOB 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 department
KEY 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 reports
Maintain database on corporate clients and competitor information
Update the call reports and any competitor s information as suggested by corporate solutions team
Continuously 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 business
Measures 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 data
KEY RELATIONSHIPS:
Internal:
Business Heads
MLI HR & Sales Training Team
MLI Operations Team
External:
Top Clients
DESIRED QUALIFICATIONS and EXPERIENCE:
Graduate/Master of Business Administration preferably in Sales, Marketing or Finance

Disclaimer: This job posting has been aggregated from external source. Role details, content, and availability are subject to change. Applicants are advised to confirm the latest information directly on the company website before applying.

📌 Financial Planning Manager - Corporate Annuity & Funds (Puducherry)
🏢 Axis Max Life Insurance
📍 Puducherry

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