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Retirement Planning Specialist

2 weeks ago

Tirupati, Andhra Pradesh, India beBeeGrowth Full time ₹ 8 - ₹ 12

Retirement Planning Specialist

About the Role

Are you a proactive individual with a passion for building relationships and driving business growth? Do you have a keen understanding of financial markets and a desire to help individuals plan for their retirement?

We are seeking an experienced Retirement Planning Specialist to join our team. As a key member of our sales team, you will be responsible for identifying new business opportunities, developing and executing sales strategies, and providing exceptional customer service.

Key Responsibilities:

  • Develop and execute plans to achieve business targets & expand customer base
  • Promote NPS to corporate and retail clients
  • Generate new leads through references, networking, and market outreach
  • Prospect, meet, and engage with top management of corporates (CXOs/VPs)
  • Negotiate terms, onboard corporates, and manage client implementation
  • Conduct presentations and awareness sessions on retirement planning solutions
  • Provide client support, resolve queries, and ensure smooth servicing
  • Stay updated with PFRDA guidelines and industry best practices
Required Skills and Qualifications

To succeed in this role, you will need:

  • Strong communication and presentation skills
  • Networking, negotiation, and client engagement skills
  • Ability to work independently and achieve targets
  • Flexibility to travel within Gujarat as per business needs
What We Offer

As a Retirement Planning Specialist with us, you can expect:

  • Opportunity to work with a leading Pension Fund Management company (PFRDA registered)
  • Exposure to corporate sales, B2B engagement, and financial services