Financial Planning Manager
4 weeks ago
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
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