Financial Planning Manager

TekPillar

कोटा
रू.2,75,000-3,45,000 प्रति वर्ष
स्थायी
पूर्णकालिक

13 दिन पहले
आसानी से आवेदन करे

As a Financial Planning Manager in the Direct Channel, your primary role is to guide clients in achieving their financial goals through personalized financial planning and strategy development. You will work closely with clients to understand their needs, offer tailored solutions, and provide ongoing support to ensure their financial well-being.Responsibilities:

Lead provided by the company you need to work on this lead.
Convince the customer and sales insurance policy.
Give the right policy explanation to clients.
Tell them the benefits of policy etc.…
Take daily follow-up clients
Set the meeting with interested clients
Make good presentation on client's budget
Organizing sales visits

Qualifications:

Bachelor's degree (preferred).
Min. 1 to 4 years exp. Of in sales & marketing and BFSI.
Strong leadership and communication skills.
Detail-oriented and organized.

How to Apply:Hiral | HR Team78610 78425

TekPillar