Birla Sunlife Insurance Co. P. Ltd. is looking for Certified Financial Professionals from financial sector with experience in advisory role.

Details:
Job Title- Manager -Advisory and Projects
Department- Customer Service Persistency
Location- Thane
Qualification- Certified Financial Planner (CFP Certificant)
Total Exp required: Min 5 years out of which atleast 3 years in advisory role

Job Purpose:
To offer advisory to customers and channel based on products & market outlook and provide key insights based on analytics to form retention & persistency strategy & communication.

Principal Accountabilities:
• Providing advisory service to customer based on need analysis and market outlook
• Self managed portfolio advisory
• Manage customer retention tool to empower front end teams to offer appropriate solution and advice to the customer.
• To drive & manage advisory desk to enhance retention.

• To design & develop proactive retention communication.
• To analyze and interpret customer feedback to identify areas of improvement in customer retention.
• Create Business Cases and Management Summaries explaining business impact
• Enable Automation to ensure seamlessness in operations.
• Define project requirements and manage projects for improvements in processes, systems, client and sales force satisfaction.

Interested candidates may like to send their updated resumes to amal.bosco@birlasunlife.com

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