Aegon Life - Portfolio Manager - Direct Sales

Designation : Portfolio Manager

Reporting to : Branch Manager

Location : Ahmedabad

Function : Direct Sales

Key Purpose :

To uncover and explain the need for LIFE INSURANCE products to customers and sell the appropriate product and amount of 'protection' and 'savings' plans to them

Key Responsibilities :

- Search, identify & conduct daily sales calls for financial planning sessions with clients

- Acquire customers and generate the targeted amount of premium - Deliver Complete Product Information to Customers

- Monitor & fulfill prospect and customer leads provided by the company for new business or cross sell opportunity

- Cross sell and upsell products to existing customers & build portfolios

- Manage the relationship with customers to ensure persistency & renewals

- Ensure adherence to all sales systems, operational, underwriting, compliance guidelines & ensure accurate data capture

- Ensure the delivery of all S&D and financial KPI defined for the role

- Ensure adhere to the defined sales process, AML & KYC guidelines, code of conduct & rules of the company

- Report and highlight any violation of sales, compliance, HR guidelines to superiors

Key Critical Competencies :

- Communication & Presentation Skills

- Interpersonal Skills

- Result & Achievement Oriented

- Customer & Service Orientation

- Initiative & Self direction

- Numerical Ability & Logical Reasoning

- Planning & Execution

- Role Modeling Brand Values

Key Skills/Knowledge :

- Relationship Management

Profile :

- Male & Female/MBA/ Post Graduates from reputed institutes with academic background.

Preferred Industry :

- Financial Services : MNC Banks (Liabilities, Mortgages), Broking Firms,

- Corporate Agencies and DST's of MNC Banks, Insurance Cos

Years of Experience :

- 4-7 years

Advantages: AEGON Relationship Connect (ARC) :

- We offer you an opportunity to work for one of the world's largest financial services group as a full time employee

- We offer you an extensive training & development programme to build your technical and leadership skills

- We offer you a rewarding experience with best in class compensation

- We offer you an exciting variable compensation programme which rewards you on among other things:

1. Customer Acquisition

2. Premium Generation

3. Persistency & Renewals

4. Portfolio Growth

- We offer you the best in class technology platforms to help you drive & improve your performance

1. Customer Relationship Management System to help track and manage your relationships and portfolios

2. Sales & Distribution Systems for managing your leads, personal goals, performance and development programs

- We offer marketing and database support to help you maximize your productivity.