We are looking for dynamic professionals to join us as Financial Planning Managers . The role focuses on understanding customer needs, offering suitable financial/insurance solutions, and driving business growth through quality sales.
Key Responsibilities
- Meet customers to understand their financial goals and recommend appropriate HDFC Life products.
- Connect with existing customers for renewals, upselling, and crossselling opportunities.
- Generate revenue through recent customer acquisition and portfolio management.
- Maintain strong longterm customer relationships.
- Ensure adherence to compliance and company processes.
- Achieve monthly sales targets and productivity norms.
Required Skills
- Excellent communication and interpersonal skills.
- Strong sales orientation and negotiation ability.
- Ability to understand financial products.
- Customercentric with a proactive attitude.
📌 Financial Planning Manager (Nashik)
🏢 HDFC Life
📍 Nashik
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