Financial Planning Manager - Corporate Annuity & Funds

Axis Max Life Insurance; India; Remote; INR 900,000 - 1,300,000; Full time

Job summary

Axis Max Life Insurance invites a results-driven sales professional to oversee regional strategies and drive the annuity business. You will implement the regional sales plan, pursue targets from select client groups, and collaborate with internal teams to optimize performance.

The role requires a MBA/Graduate with a focus on Sales, Marketing or Finance, and a proven track record in financial services sales.

Qualifications

• Graduate/Master of Business Administration preferably in Sales, Marketing or Finance

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

Education

Graduate/Master of Business Administration preferably in Sales, Marketing or Finance

Job description

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
• Internal: MLI HR & Sales Training Team
• Internal: MLI Operations Team
• External: Top Clients
• External: All Stakeholders

Desired Qualifications & Experience

• Graduate/Master of Business Administration preferably in Sales, Marketing or Finance

Disclaimer: This job posting has been aggregated from external source. Role details, content, and availability are subject to change. Applicants are advised to confirm the latest information directly on the company website before applying.