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Financial Planning Manager

Tekpillar
Thiruvananthapuram / Trivandrum
2-5 Years
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Job Description

Job Roles:

  • 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

More Info

Job Type:
Permanent Job
Industry:
Finance
Role:
Manager - Financial Planning/Budgeting
Function:
Finance & Accounts
Employment Type:
Full time
Open to candidates from:
Indian

About Company

Tekpillar

TekPillar – Your Trusted Recruitment & Staffing Partner TekPillar is a leading recruitment consultancy specializing in BFSI, IT, and Semiconductor industries. Headquartered in Surat, Gujarat, we have been connecting top talent with premier organizations since 2018. At TekPillar, we go beyond traditional hiring – we help businesses build high-performing teams and professionals unlock their career potential. Our tailored staffing solutions cater to diverse hiring needs, from permanent placements to contract staffing and executive search

Job ID: 130036647

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Last Updated: 23-10-2025 10:53:51 AM
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