Financial Planner
Beginner
Posted on: Tue Dec 17 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
Qualifications
Education Graduation from a reputed and UGC-approved university with a satisfactory academic track record Experience Compensation & Benefits 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