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Financial Planning Manager

TekPillar Verified employer

Actively hiring · Posted 6d ago · JEV261123CB082C54

SalarySalary not disclosed
Experience1–5 yrs
LocationHyderabad, Telangana
Work modeRemote · Full time
Openings1
IndustryBFSI

Job description

**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 4.25 LPA + Incentive

**Location:** Hyderabad

**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 clients budget
  • Organizing sales visits

**Qualification & Experience:**

  • Must completed Graduation compulsory.
  • 1+ years of experience in sales and marketing in any sector.
  • 3+ years in native or residential.
  • 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.

**Ayushi | hidden_mobile.** .

Key skills

How to apply

  1. Sign in or create your free profile — takes about two minutes.
  2. Apply with one tap — your profile is shared directly with TekPillar.
  3. Track your application and get updates by email and WhatsApp.
Apply now
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