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
Solid 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