TEKPILLAR SERVICES
Location
Ghaziabad | 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 wellbeing.
Responsibilities:
Qualifications:
How to Apply:
Hiral HR Team
sales,marketing,insurance,investment,loans,leads,banking,finance,credit cards,casa,microfinance,cross selling,cold calling,client relationship,NBFC,HNI,B2B,B2C
Job tags
Salary