Financial Planning Manager

Job Description

We are looking for a Financial Planning Manager

Roles & Responsibilities:-

• The lead provided by the company requires your attention.

• Persuade the client and sales protection plan.

• Educate clients on appropriate policy explanations.

• Discuss the advantages of the policy, etc.

• See daily clients for follow-up

• Schedule a meeting with potential customers.

• Plan out sales visits

• Present the client’s budget well.

Candidate Profile:-

• Sales forecasting & objective setting

• Communication Skills

• Team Work Ability

• Every Graduate

• 21–38 Years Old

• 2 years of work experience is required in Any Sales Field Or 1 Year in BFSI Sector.

Join our vibrant team and leverage your experience in sales and digital marketing to provide our esteemed clients with exceptional service. Apply today!

For More Information:-

Shilpa Jena| HR Team

Phone/WhatsApp: +91 9556783856