Financial Planning Manager - Corporate Annuity & Funds

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

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