TEKPILLAR SERVICES
Location
Bhubaneswar | India
Job description
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. Hiral | 7861078425Job tags
Salary
