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Financial Planning Manager @ FDC

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 Financial Planning Manager

Job Description

    Walking Drive for Surat Location 23 May "10.00 to 1.00 pm"

    Designation : Financial Planning Manager (Direct channel)

    Location: City Light branch, Surat Department: Direct-Loyalty Interviewer: Jignesh Modi Date: May 23, 2025 Time: 10 AM to 1 PM

     

    Roles and responsibilities:

    • Driving sales individually for the company.
    • Meet prospective customers in their offices and our Branches or understand their needs and promote our products/services.
    • Build and maintain strong, long-lasting customer relationships. Visit offices for Client meetings.
    • Maintaining existing customer base.
    • Lead provided by the company.
    •  Close the leads into sales.

Employement Category:

Employement Type: Full time
Industry: BFSI
Role Category: Sales / BD
Functional Area: Not Specified
Role/Responsibilies: Financial Planning Manager

Contact Details:

Company: HFDC Life Insurance
Location(s): Surat

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Keyskills:   life insurance financial planning loyalty direct channel sales

 Job seems aged, it may have been expired!
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₹ 1 to 4 Yr

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