Financial Planning Manager

Job Description

As a Financial Planning Manager in the Direct Channel, your primary responsibility is to build and maintain strong relationships with clients and customers. You will serve as a direct point of contact between the organization and its clients, ensuring that their needs are met and that they receive exceptional service.

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 of 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.

How to Apply: 
Priyansi@telkpillar.com
Contact:  +91 8160174117