Financial Planning Manager

HDFC Life; Nagpur District, Nashik District; On-site; INR 300,000 - 600,000; Full time

Job summary

HDFC Life Insurance – Direct Channel is seeking dynamic Financial Planning Managers to understand customer needs, propose suitable financial and insurance solutions, and drive business growth through quality sales. You will build long-term relationships, perform renewals and cross-sell opportunities, and ensure compliance with processes while meeting monthly targets.

The role requires strong communication, negotiation skills, and a solid grasp of financial products, with a proactive,

Qualifications

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

Responsibilities

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

Skills

Communication skills

Sales orientation

Negotiation ability

Understanding financial products

Customer-centric mindset

Job description

HDFC Life Insurance - Direct Channel

Job Description

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

Key Responsibilities

• 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.

Required Skills

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