Direct Relationship Manager Sales Insurance (1 5 Yrs) Ajmer,alwar,jaipur (bfsi Sales)

Year    Rajasthan, India

Job Description


As a Financial Planning Manager in the Direct Channel, your primary role is to guide clients in achieving their financial goals through personalized financial planning and strategy development. You will work closely with clients to understand their needs, offer tailored solutions, and provide ongoing support to ensure their financial well-being.Responsibilities:- Lead provided by the company you need to work on this lead.- Convince the customer and sales insurance policy.- Give the right policy explanation to clients.- Tell them the benefits of policy etc..- Take daily follow-up clients- Set the meeting with interested clients- Make good presentation on client\'s budget- Organizing sales visitsQualifications:- Bachelor\'s degree (preferred).- Min. 1 to 4 years exp. Of in sales & marketing and BFSI.- Strong leadership and communication skills.- Detail-oriented and organized.Hiral | 7861078425 (ref:updazz.com)

updazz .com

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Job Detail

  • Job Id
    JD3455775
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Full Time
  • Salary:
    Not mentioned
  • Employment Status
    Permanent
  • Job Location
    Rajasthan, India
  • Education
    Not mentioned
  • Experience
    Year