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Inside Sales Manager

2.00 to 4.00 Years   Delhi   10 Mar, 2024
TEKPILLAR
Job LocationDelhi
EducationNot Mentioned
SalaryRs 2.0 - 3.5 Lakh/Yr
IndustryBFSI
Functional AreaSales / BD
EmploymentTypeFull-time

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 clients budget
    • Organizing sales visits
    Qualifications:
    • Bachelors degree (preferred).
    • Min. 1 to 4 years exp. Of in sales & marketing and BFSI.
    • Strong leadership and communication skills.
    • Detail-oriented and organized.

Keyskills :
financefieldfundsalesmarketingbfsiinsuranceloannbfc

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