Financial Planning Manager

4 weeks ago


chennai, India TEKPILLAR SERVICES Full time

Position: Financial Planning Manager

Department: Direct Channel

Experience: Minimum 1 + Years of Experience in BFSI Sales 

CTC: 3.80 LPA + Variable Pay + Other Benefits

 

Key Responsibilities:

  • Leads are provided by the company; you need to work on those leads
  • Convince the customer for the company's product
  • Give the right product explanation to clients
  • Tell them benefits of product
  • Take daily follow-up clients
  • Set the meeting with interested clients
  • Make good presentation on the client's budget
  • Organizing sales visits

 

Candidate Preference:

  • Good Communication Skills
  • Ability to convince and influence others
  • Strong interpersonal skills and relationship management
  • Goal orientation despite pressures and setbacks
  • Willing to travel in the designated region/city
  • Local Language preferred

 

Interview Process:

  1. Online Assessment (Test)
  2. HR Telephonic Round
  3. F2F Interview/Video Call Interview with Line Manager

 

What is in it for you?

  • Training program
  • Flexible Work Environment
  • Medical insurance: annual wellness check
  • Parental Leave
  • Retirement Benefits: NPS, PF, and Gratuity
  • Business travel


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