Financial Planning Manager

About us: TekPillar is a recruitment partner supporting organizations with quality hiring across BFSI, IT, and Sales through structured sourcing and role-aligned talent deployment.

Job Role: Financial Planning Manager Experience: 1+ Years in Sales in any industry CTC: Up to 3.50 LPA + Incentive Location: Valsad, GJ

*Roles & Responsibilities:

• Lead provided by the company you need to work on this lead and generate new leads
• Convince the customer and sales insurance policy.
• Give the right policy explanation of clients.
• Tell them the benefits of policy etc…
• Take daily follow-up clients
• Set the meeting with interested clients
• Make good presentation on client’s budget
• Organizing sales visits

Qualifications and Experience:

• Bachelor's degree in any discipline.
• 1+ years of experience in Banking, Finance, Loan, Insurance or any BFSI sales.
• Proven track record of meeting sales targets and managing a high-performing team.
• Strong leadership, communication, and interpersonal skills.
• Ability to analyze data and develop strategies to drive business growth.

Interview Process:

• Online Assessment Test
• HR Telephonic interview
• Face-to-face interview
• Offer & onboarding

(We ensure smooth coordination and clear communication at every stage.)

Important Note:

TekPillar recruitment firm does NOT charge any fees or money from candidates at any stage of the recruitment or placement process.

Beware of fraud calls. Our services for candidates are 100% free and transparent.

Interested candidates can apply or connect directly for more details. Kevisha | +91 88490 20556 | kevisha@tekpillar.com