Financial Consultant (Lucknow)

Financial Consultant (Lucknow)

14 Sep
|
Bharat Financial Planning Services
|
Lucknow

14 Sep

Bharat Financial Planning Services

Lucknow

Sales & Marketing:

Identify and prospect potential clients, present insurance options, and close sales.

Needs Assessment:

Conduct thorough interviews to understand clients' financial situations, goals, and Investment requirements.

Investment Recommendations:

Explain different investment plan or products and recommend suitable according to budget of the customer

Client Relationship Management:

Maintain regular contact with clients, address inquiries, and provide ongoing support.

Claims Assistance:

Guide clients through the claims process and ensure timely payouts to beneficiaries

This just the basic things which the consultant has to do. They do the work with their own innovations

This is a Target Based Work The retired person can also apply

📌 Financial Consultant (Lucknow)
🏢 Bharat Financial Planning Services
📍 Lucknow

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