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Skywings Advisors Private Limited

Job openings for financial planning manager in ahmedabad rajkot surat

Financial Planning Manager

Ahmedabad, Rajkot, Surat



Dear Candidate,

We are hiring for a leading Life Insurance Company.

JD- Responsibility / Tasks


Prospect Build up
1) Scout at the market place for a potential customer through a combination of referrals, relationship with
existing clients, corporate activities, & Telecalling
2) Ensure the leads provided by the company are met up through rigorous follow up
3) Keep working to build a sufficiently large prospect funnel at all times
Sales Management
1) Identify customer needs & profiles & financial goals
2) Render an appropriate advice that meets the customers financial goals
3) Explain the product features / benefits
4) Ensure proper follow through for closure by right documentation & sales process implementation
5) Follow up for service regularly from time to time & keep customer informed about all important updates
6) Collect renewals regularly.

CTC: Upto 4LPA

Requirement: Min 1 yr in Banking sales experience is mandatory.

Qualification: Min Graduation

Channel: Direct Channel(Loyalty)

Experience 1 - 7 Years
Salary 1 Lac To 4 Lac P.A.
Industry Financial Services / Banking, Investments / Insurance / stock market / Loan
Qualification Other Bachelor Degree
Key Skills Sales Life insurance Finance Manager Financial Planning

About Company

Contact Person Rupali
Address 110 Ground Floor, Tagore Villa, Chakrata Road
Mobile 8379038301
Email ID skywingsadvisors21@gmail.com

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