Financial Planning Manager

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: 2+ Years in BFSI Sector CTC: 2.90 to 5.00 LPA + Incentive
Location: Surat

Roles & Responsibilities:

• Lead provided by the company you need to work on this lead.
• 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

Qualification & Experience:

• Must completed Graduation compulsory.
• Proven track record of achieving sales targets.
• Strong interpersonal and communication skills to build relationships with customer.

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.
Jay | 6353131340