Your Image
Back

Financial Planner

Beginner

Posted on: Tue Dec 17 2024

Salary
25000 - 25000 ৳
Job Type
Full Time
Location
Gulshan, Dhaka
Vacancies
1
Industry
Bank /Non Bank Finance Institute
Deadline
12/22/2024
Position Summary

We are looking for the position of Financial Planner. The role involves developing and executing strategic telesales plans to meet and exceed sales targets. Key responsibilities include building and nurturing long-term relationships with clients, identifying potential investors, and offering tailored investment solutions. The position also focuses on generating new leads, acquiring clients, and providing timely customer service to address investor queries.

Job Responsibilities

  • Develop and implement strategic sales plans through telesales to achieve and surpass sales targets
  • Build and maintain strong, long-term relationships with key clients to drive sustained business growth
  • Identify and engage potential investors, delivering customized investment solutions tailored to their needs
  • Drive new client acquisition through targeted lead generation and proactive follow-ups
  • Providing on time customer service to investor to address their queries

Qualifications

Education

Graduation from a reputed and UGC-approved university with a satisfactory academic track record

Experience

  • Experience in Telesales, Direct Sales, Direct marketing & International Call Center
  • Fresher’s are also encouraged to apply


Compensation & Benefits

  • Incumbent will be entitled to sales commission as per company policy
  • Mobile bill allowance
  • Hospitalization and Life Insurance benefit
  • Provident Fund & Gratuity benefit as per company policy

Job Nature: Full-time

Required Skills
  • Communication and collaboration skills
  • Team work
  • Financial Management
Required Educational Qualifications
  • Master of Business Administration (MBA) in Finance Management
  • Bachelor of Business Administration (BBA) in Finance
  • Master of Business Administration (MBA) in Any discipline
  • Bachelor of Business Administration (BBA) in Any discipline
  • Bachelor of Business Administration (BBA) in Finance & Banking
Preferred Certifications

NA

Job Benefits
  • As per company Policy
Apply and Chat With HR Via App
Download on Google Play Download on the App Store