Financial Planning Manager
Job Description
Job Type: On Roll
Channel: Agency
CTC: Competitive Salary + Attractive Incentives
Job Summary:
We are seeking a highly analytical and client-focused Financial Planning Manager to join our growing team. The ideal candidate will be responsible for creating personalized financial strategies for clients, managing investment portfolios, and offering expert advice on wealth management, retirement planning, and risk coverage.
Roles and Responsibilities:
- Engage with clients to understand their financial goals, assess their needs, and design customized financial plans and investment strategies.
- Recommend suitable investment options, insurance products, and tax-saving instruments to meet clients’ long-term objectives.
- Acquire new clients through networking, referrals, and lead conversion while nurturing long-term relationships with existing clients.
- Drive sales of financial products such as mutual funds, life insurance, retirement plans, and more to meet individual and team targets.
- Ensure all sales activities adhere to internal compliance policies and regulatory requirements, with accurate documentation and reporting.
- Provide post-sale support, handle queries, and ensure high levels of customer satisfaction and retention.
Eligibility Criteria:
- Minimum 1 year of experience in sales and marketing required.
- Minimum qualification required is completion of graduation.
- Required all semester marksheets.
- Required all previously employed company experience certificate
- Preferred local candidate.
To apply and Share resume:
Meenaakshi P | 93136 53024 | meenaakshi.p@tekpillar.com