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 Adhere to all Organization’s policies and procedures Measures of Success:
- Actual sales achieved vs the 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 • All Stakeholders DESIRED QUALIFICATIONS &
EXPERIENCE: § Graduate/Master of Business Administration preferably in Sales, Marketing or Finance
📌 Financial Planning Manager - Corporate Annuity & Funds (Uttar Pradesh)
🏢 Axis Max Life Insurance
📍 Uttar Pradesh
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