Financial Planning Manager
Skywings Advisors Private Limited | Vellore | www.placementindia.com |
We are hiring for a leading Life Insurance Company. […]
1. Scout at the market place for a potential customer through a combination of referrals, relationship with
existing clients, corporate activities, & Telecalling
2. Ensure the leads provided by the company are met up through rigorous follow up
3. Keep working to build a sufficiently large prospect funnel at all times […]
1. Identify customer needs & profiles & financial goals
2. Render an appropriate advice that meets the customers financial goals […]
4. Ensure proper follow through for closure by right documentation & sales process implementation
5. ...
1. Scout at the market place for a potential customer through a combination of referrals, relationship with
existing clients, corporate activities, & Telecalling
2. Ensure the leads provided by the company are met up through rigorous follow up
3. Keep working to build a sufficiently large prospect funnel at all times […]
1. Identify customer needs & profiles & financial goals
2. Render an appropriate advice that meets the customers financial goals […]
4. Ensure proper follow through for closure by right documentation & sales process implementation
5. ...
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