Financial Planning Manager

Key Responsibilities:

• Identify and target potential BFSI clients to expand our customer base.
• Build strong client relationships to understand financial needs and offer tailored solutions.
• Promote our financial products highlighting their value to clients.
• Exceed sales and performance targets.
• Stay updated on industry changes market conditions and competition.
• Maintain detailed client interaction records and paperwork.

Qualifications:

• Bachelors degree (recommended) in business finance or a related subject.
• Proven track record of sales performance preferably in the BFSI sector.
• 2 years of experience in sales and marketing.
• Excellent communication negotiating and presenting abilities.
• Indepth knowledge of financial goods and services in the BFSI sector.
• Selfdriven and goaloriented.
• Ability to operate both independently and collaboratively.

Benefits:

• Salary is competitive with performancebased incentives.
• Training and professional development possibilities are extensive.
• Health and wellness advantages.
• There are opportunities for promotion inside the organization.

Contact Details:

• Name: Krunal
• Phone Number:
• Email:
• Kindly share this job with your friends and insurance team persons who want work in BFSI sector.

Sales,MR,pharma,Loan,Lead,Life,Banking,Broking,BFSI,FMCG,Insurance,Finance,Consumer,Durable