Financial Planning Manager

1 month ago


dehradun, India TEKPILLAR SERVICES Full time

As a Financial Planning Manager in the DirectChannel your primary role is to guide clients in achieving theirfinancial goals through personalized financial planning andstrategy development. You will work closely with clients tounderstand their needs offer tailored solutions and provide ongoingsupport to ensure their financial wellbeing.

Responsibilities:

  • Lead provided by thecompany 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 followup clients
  • Set the meeting with interested clients
  • Make good presentation on clients budget
  • Organizing sales visits

Qualifications:

  • Bachelors degree (preferred).
  • Min.1 to 4 years exp. Of in sales & marketing and BFSI.
  • Strong leadership and communication skills.
  • Detailoriented and organized.

How to Apply:

Hiral HR Team

sales,marketing,insurance,investment,loans,leads,banking,finance,creditcards,casa,microfinance,cross selling,cold calling,clientrelationship,NBFC,HNI,B2B,B2C



  • Dehradun, Uttarakhand, India OneViewHR Full time

    CFOs office Manager Finance (FP&A + GAAP) MUST HAVE CA with Min 6 years of post-qualification experience ESSENTIAL FUNCTIONS AND RESPONSIBILITIES: - Analyze complex financial information and reports to provide accurate and timely financial recommendations to management for decision making purposes - Analyze current and past trends in key performance...

  • Finance Manager

    2 months ago


    dehradun, India Tanya Maruti Full time

    We are looking for a reliable Financial Manager that will analyze every day financial activities and subsequently provide advice and guidance to upper management on future financial plans. ?Responsibilities Provide financial reports and interpret financial information to managerial staff while recommending further courses of action. Advise on investment...

  • Finance Manager

    2 months ago


    Dehradun, India Tanya Maruti Full time

    We are looking for a reliable Financial Manager that will analyze every day financial activities and subsequently provide advice and guidance to upper management on future financial plans.?ResponsibilitiesProvide financial reports and interpret financial information to managerial staff while recommending further courses of action.Advise on investment...

  • Head – Planning

    2 months ago


    dehradun, India Antal International Full time

    Job Description Key Responsibilities: Develop and implement strategic plans for the planning and procurement functions, aligning them with the overall business objectives and goals. Accept 100% orders and maintain 97% On time Delivery. Develop tools to have accurate timely data and use of constant PDCA tool (Plan Do Check Act) to achieve targets. ...


  • dehradun, India Equiniti Full time

    Management Level FPlanning & Insights Lead Equiniti is a leading international provider of shareholder, pension, remediation, and credit technology. With over 6000 employees, it supports 37 million people in 120 countries. EQ’s vision is to be the leading global share registrar, offering complementary services to its client base and our values set the...


  • Dehradun, India Equiniti Full time

    Management LevelFPlanning & Insights LeadEquiniti is a leading international provider of shareholder, pension, remediation, and credit technology. With over 6000 employees, it supports 37 million people in 120 countries.EQ’s vision is to be the leading global share registrar, offering complementary services to its client base and our values set the core...


  • Dehradun, India Bigship Technologies Full time

    Investor Relations Manager Are you a dynamic financial professional with a passion for building investor confidence and communicating strategic growth? Do you thrive in a fast-paced startup environment where your contributions make a direct impact? If so, we want you on our team at Bigship Technologies Pvt. Ltd.At Bigship Technologies Pvt. Ltd., we are...

  • Area Manager

    2 months ago


    dehradun, India Royal Enfield Full time

    Job Requirements Position title Area Manager - Sales   Reports to Regional Business Manager   Job grade Deputy Manager   Location Dehradun   Job Purpose The Area Manager - Sales will plan and implement strategies to achieve budgeted volumes in the motorcycle business which includes motorcycle’s...

  • Outlet Manager

    2 months ago


    Dehradun, India Hyatt Corporation Full time

    Outlet Manager Hyatt Regency Hyatt Regency Dehradun IN - Uttarakhand - DehradunBars/Restaurants/OutletsAssistant DirectorFull-timeReq ID: DEH000189Local Summary You will be responsible for the efficient running of the department in line with Hyatt International's Corporate Strategies and brand standards, whilst meeting employee, guest and owner...

  • Deputy Sales Manager

    2 months ago


    dehradun, India Freudenberg Full time

    Empowering people, creating technology. Responsibilities: - maximize the growth and profitability of the product line serving the Regional market- Provide leadership, strategic direction, challenge and motivation To the Regional industry sales team, distributors and internal functional departments that support the team- Develop and implement...

  • Deputy Sales Manager

    2 months ago


    Dehradun, India Freudenberg Full time

    Empowering people, creating technology. Responsibilities: - maximize the growth and profitability of the product line serving the Regional market- Provide leadership, strategic direction, challenge and motivation To the Regional industry sales team, distributors and internal functional departments that support the team- Develop and implement...


  • dehradun, India PeopleCloud Corp Full time

    JobdescriptionJobTitle Project Management AssociateIntern CompanyIntroduction: Payroll Cloudplaces a dedicated highvalue and highquality cynosure on Oracle HCMCloud Implementation making sure that the HR transformations aredelivered costeffectively is just one of the ways Payroll Cloudadds indispensable value to theclientsLocation ...

  • Branch Manager

    6 days ago


    dehradun, India F3412 FTAM (India) Pvt Ltd, Dehradun Branch Full time

    At Franklin Templeton, we’re driving our industry forward by developing new and innovative ways to help our clients achieve their investment goals. Our dynamic and diversified firm spans asset management, wealth management, and fintech, offering many ways to help investors make progress toward their goals. Our talented teams working around the globe bring...


  • Dehradun, India PeopleCloud Corp Full time

    Job description Job Title - Project Management  Intern  Company Introduction: Payroll Cloud places a dedicated high-value and high-quality cynosure on Oracle HCM Cloud Implementation, making sure that the HR transformations are delivered cost-effectively is just one of the ways Payroll Cloud adds indispensable value to the clients. Location - Dehradun,...

  • Group General Manager

    2 weeks ago


    Dehradun, India Tanya Maruti Full time

    We are looking for a General Manager to oversee all staff, budgets and operations of the local business unit.ResponsibilitiesOversee day-to-day operations.Design strategy and set goals for growth.Maintain budgets and optimize expenses.Set policies and processes.Ensure employees work productively and develop professionally.Oversee recruitment and training of...


  • Dehradun, India Hyatt Corporation Full time

    Assistant Manager Outlet Hyatt Regency Hyatt Regency Dehradun IN - Uttarakhand - DehradunBars/Restaurants/OutletsEntry Level ManagerFull-timeReq ID: DEH000190Local Summary You will be responsible to assist with the efficient running of the department in line with Hyatt International's Corporate Strategies and brand standards, whilst meeting...

  • Group General Manager

    2 weeks ago


    dehradun, India Tanya Maruti Full time

    We are looking for a General Manager to oversee all staff, budgets and operations of the local business unit. Responsibilities Oversee day-to-day operations. Design strategy and set goals for growth. Maintain budgets and optimize expenses. Set policies and processes. Ensure employees work productively and develop professionally. Oversee recruitment and...

  • Credit Manager

    1 week ago


    dehradun, India Staffiaa Services Full time

    Job Description: Position: Credit Manager (Home Loan and LAP)CTC: Upto 8 LPALocation: DehradunResponsibilities:Credit Assessment: Evaluate creditworthiness of home loan and LAP applicants based on financial documents, credit history, and risk analysis.Underwriting: Review loan applications, ensuring compliance with lending policies, regulatory requirements,...

  • Store Manager

    1 week ago


    dehradun, India adidas Full time

    PURPOSE & IMPACT ON ORGANIZATION: Take full ownership of the store and its commercial success Analyze relevant data to probe and challenge the status quo Address identified improvement areas, involving the District Manager or other Retail Back Office partners as needed Drive continuous improvements in the store’s sales, productivity and profitability...


  • Dehradun, India Nangia & Co LLP Full time

    - Assists in the conduct of an audit engagement under supervision of team lead and may be responsible as team lead for undertaking small non-complex audits which will involve pre-audit scoping and preparation, identifying audit risks, performing preliminary evaluation of client's internal control structure, conducting audit execution and getting...