Financial Planning Manager - Direct Sales

HDFC Life; Chandigarh; On-site; INR 600,000 - 1,000,000; Full time

Job summary

HDFC Life is seeking a Senior Area Business Manager - Agency - Business Partner for the Chandigarh region. This field role involves meeting channel partners and customers, and closing sales through the Direct channel.

You will be expected to travel within the assigned location, drive top-line performance, and promote integrity and regulatory compliance. Graduation is required, with 6 months to 4 years of sales experience, and strong verbal and written communication to influence decisions.

Qualifications

• Graduation in any stream.
• Willing to travel within the assigned location.
• Excellent verbal and written communication and ability to influence.

Responsibilities

• Meet assigned customers and close sales.
• Collaborate with channel partners to meet business targets.
• Learn technology/mobility enhancements to support Sales Management Process.
• Uphold organizational values and comply with regulatory requirements.
• Travel within the assigned location to meet channel partner teams and customers.

Skills

Field sales

Direct channel

Communication

Influencing

Travel

Channel partners

Education

Graduation

Job description

Support (22)

Operations (42)

Function

Preferred Location Location

Senior Area Business Manager - Agency - Business Partner

2 - 4 Years

Areyougoodatbuildingrewardingprofessionalrelationships?

If yes, then this is the right job for you. As a Front Line Sales (FLS) employee in Direct channel, you will meet assigned customers and close sales.

Whatarewelookingfor?

Integrity and passion to perform are the two most important traits that will define your success in this role. In addition, good verbal & written communication and ability to influence are a must.

What does the job entail?

It is a field job. You will have to travel within the assigned location to meet channel partner teams and customers.

You will be evaluated on your ability to meet the business targets (Top line, Persistency, Product mix) by collaborating with and driving channel partners.

HDFC Life believes in technology driven sales and you will learn new technology/Mobility enhancements, to comply with the Sales Management Process.

As a business professional you will uphold organizational values in every action and ensure business ethics and integrity. You are expected to be compliant to regulatory and statutory regulations.

About the channel

Direct sales channels give you direct access to customers without any intermediaries. The different modes of distribution in this channel include:

Loyalty - where leads are provided by outbound and inbound contact centres and the portfolio of customers are classified based on different campaigns.

Branch Customer Service & Sales (BCSS) caters to customer walk-ins at HDFC Life branches.

Direct Service Channel (DSC) taps into existing customers by effectively resolving customer queries.

Age: 21 - 38 years

Education: Graduation in any stream

Minimum Sales Experience: 6 months to 4 years