Reports to - Area Head

Role and Responsibilities
- Maintain punctuality and discipline as per norms
- Generate leads through Branches of Banca Partner
- Conduct customer engagement activities as per plan
- Work on Leads and update the same on LMS
- Fact finding and need analysis
- Carry out financial planning activity
- Prepare and present the financial solution
- Support in Execution of the financial plan
- Providing post sale service to the customer
- Collection of due renewal premium
- Share reports and MIS within prescribed timelines.

Key Performance Indicators
- Achievement of Recent Business target as per plan
- Maintain Renewal Persistency as per benchmark
- Adherence to Activity Score Card Metrics
- Training and Certification as per learning roadmap
- Qualification - Minimum Graduate or equivalent
- Experience -2 years in Direct Selling Preferred. Freshers allowed
- Skills Required - Self-Discipline, Networking Skills, Selling Skills, Servicing Skills




- Age - Up to 40 years

Candidate Profile
- Financial Services Employees (Bank/Insurance/MF)
- Financial Services Agents/Associates (Bank/Insurance/MF/Post Office)
- Experience in Life Insurance - Bancassurance (BANCA) channel
- Strong experience in Open Architecture preferred
- Immediate joiners preferred
- For Pune, candidates should preferably be residing near Baner / Kothrud, as the role will involve handling these branches
- For Mumbai, candidates should preferably be residing near Vashi / Panvel / Vasai / Virar, as the role will involve handling these branches.
- For Gujarat, candidates should preferably be residing near Ahmedabad / Surat / Mehsana, as the role will involve handling these branches.
- Candidates with relevant experience and willingness to work across the mentioned locations are encouraged to apply.

📌 Financial Services Manager (Mumbai)
🏢 Pramerica Life Insurance
📍 Mumbai