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Financial Planning Manager

1 - 6 years

2 - 5 Lacs

Hubli, Hyderabad, Bengaluru

Posted:1 day ago| Platform: Naukri logo

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Skills Required

Sales Banca HNI Customer Service Pension Fund Telesales Equity Online Banking Credit Cards Marketing Direct NPS B2B Casa B2C Liabilities Trading Client Meeting Asset funds fmcg Securities Shares Business Broking loans Finance Quess Demat Insurance Relationship Loyalty FD Investment

Work Mode

Work from Office

Job Type

Full Time

Job Description

Achieving sales target through Assigned leads, which may be self generated or generated by branch,call centers & other sources Meeting prospective customers in the assigned geographic to understand their financial needs & selling insurance solutions

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