TEKPILLAR SERVICES Hiring for Financial Planning Manager at Surat Full Time

Position: Financial Planning Manager / RM

Department: Direct Channel

Experience: Mini. 1 to 4 + Years of Experience in Field Sales and Marketing of BFSI and Others

CTC: up to 4 LPA + Incentive

Key Responsibilities:

• Recruiting and building a high performing distribution network to Financial Consultants (FCs)
• Training motivating and driving these certified financial consultants (agents) to sell insurance
• Meeting prospective customers with FCs to sell insurance solutions
• Providing pre-and post-sales support (e.g., claim settlement)
• Ensuring quality of business and persistency (renewals of premium)
• Enabling FCs to use the latest digital platforms

Candidate Preference:

1. Good Communication Skills
2. Ability to convince and influence others
3. Strong interpersonal skills and relationship management
4. Goal orientation despite pressures and setbacks
5. Willing to Travel in the designated region / city
6. Local Language preferred

Interview Process:

• Online Assessment (Test)
• HR Telephonic Round
• F2F Interview/Video Call Interview with Line Manager

Contact :

sales,marketing,insurance,banking,finance,B2b,Investment