Financial Planning Manager

Position: Financial Planning Manager

Department: Direct Channel

Experience: Minimum 1 Years of Experience in BFSI Sales

CTC: 3.80 LPA Variable Pay Other Benefits

Key Responsibilities:

• Leads are provided by the company; you need to work on those leads
• Convince the customer for the companys product
• Give the right product explanation to clients
• Tell them benefits of product
• Take daily followup clients
• Set the meeting with interested clients
• Make good presentation on the clients budget
• Organizing sales visits

Candidate Preference:

• Good Communication Skills
• Ability to convince and influence others
• Strong interpersonal skills and relationship management
• Goal orientation despite pressures and setbacks
• Willing to travel in the designated region/city
• Local Language preferred

Interview Process:

1. Online Assessment (Test)
2. HR Telephonic Round
3. F2F Interview/Video Call Interview with Line Manager

What is in it for you

• Training program
• Flexible Work Environment
• Medical insurance: annual wellness check
• Parental Leave
• Retirement Benefits: NPS PF and Gratuity
• Business travel

Inside Sales,Field Sales,Loans,Finance,Securities,Mutual Funds,Credit,Insurance,Life Insurance,Health Insurance,General Insurance,Bancassurance,Agency