- Increase the top of funnel by driving period BTL activates, generating referral form prospect customers to generate a bigger prospect base.
- Maximize virtual connects with the qualified prospects using various digital platforms along with other social media platforms.
- Adopt need based selling (Tailor make recommendation based on customer s profile) and assist and coordinate with customers to facilitate smooth policy insurance.
- Rigorous and timely follow - up on all prospects that are in work in progress stage.
- Update prospect information and track performance on lead management system (LMS) / VYMO
- Ensure that all procedural requirement for policy issuance is complete and correct.
- Track polices that have been logged in the branch to ensure speedy insurance to provide correct and complete information on products to all customers to show transparency.
Senior Financial Services Manager
Future Generali
foundit
Bengaluru / Bangalore, India
3-6 years 3L-6L
Full time
30 April 2026
Top Skills:
NetworkingLmsSalesInsurance SalesRetailChannel ManagementLead ManagementManagement System
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Job Description
Download Resume- Increase the top of funnel by driving period BTL activates, generating referral form prospect customers to generate a bigger prospect base.
- Maximize virtual connects with the qualified prospects using various digital platforms along with other social media platforms.
- Adopt need based selling (Tailor make recommendation based on customer s profile) and assist and coordinate with customers to facilitate smooth policy insurance.
- Rigorous and timely follow - up on all prospects that are in work in progress stage.
- Update prospect information and track performance on lead management system (LMS) / VYMO
- Ensure that all procedural requirement for policy issuance is complete and correct.
- Track polices that have been logged in the branch to ensure speedy insurance to provide correct and complete information on products to all customers to show transparency.