Financial Services Manager

Company Description ICICI Prudential Life Insurance Company Limited is one of India’s leading private sector life insurance providers, offering solutions that help customers secure their families and achieve long-term financial goals. The company provides a wide range of products including term, wealth, child education, and retirement plans tailored to different life stages. Known for its customer focus, innovation, and strong values, ICICI Prudential Life has received numerous industry recognitions, including “Product of the Year 2016” for its iProtect Smart life cover plan. Continuous support from customers has helped the company maintain a strong and notable position in the life insurance sector.
Role Description The Financial Services Manager is a full-time, on-site role based in Agra, responsible for driving sales and servicing of life insurance and related financial products. This role involves engaging with customers to understand their protection and investment needs, presenting suitable product solutions, and ensuring a high level of customer satisfaction. The Financial Services Manager will manage and grow a portfolio of clients, monitor policy renewals, and support customers with policy servicing and claims-related queries. Day-to-day activities include financial needs analysis, collaborating with internal teams for smooth operations, maintaining accurate records, and achieving assigned business targets while adhering to regulatory and company guidelines.
Qualifications
Candidates should possess strong Analytical Skills to interpret financial information, assess customer needs, and support data-driven decision-making.
Candidates should possess Finance and Financial Services knowledge to advise on suitable life insurance and investment solutions and understand market dynamics.
Candidates should possess Accounting and Auditing skills to review financial records, ensure accuracy in documentation, and support compliance with internal and external standards.
Relevant bachelor’s degree in Finance, Commerce, Business, Economics, or a related field is preferred.
Experience in life insurance, banking, or financial services sales and customer relationship management is highly beneficial.
Strong communication, negotiation, and interpersonal skills, with the ability to work with diverse customer profiles and meet business targets.
Comfort with using digital tools, CRM systems, and basic office software for reporting and customer management.

Work arrangement
No