Financial Planning Manager

HDFC Life Insurance - Direct Channel

JobDescription

We are looking for dynamic professionals to join us as FinancialPlanningManagers . The role focuses on understanding customer needs, offering suitable financial/insurance solutions, and driving business growth through quality sales.

KeyResponsibilities

• Meet customers to understand their financial goals and recommend appropriate HDFC Life products.
• Connect with existing customers for renewals, upselling, and crossselling opportunities.
• Generate revenue through new customer acquisition and portfolio management.
• Maintain strong longterm customer relationships.
• Ensure adherence to compliance and company processes.
• Achieve monthly sales targets and productivity norms.

RequiredSkills

• Excellent communication and interpersonal skills.
• Strong sales orientation and negotiation ability.
• Ability to understand financial products.
• Customercentric with a proactive attitude.