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Financial Planning Manager

Skywings Advisors Private Limited

Indore, Raipur, Bhopal, Raigarh • 2 months ago

Experience: 1 to 6 Yrs

vacancy: 8

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Job Description

We're Hiring | Financial Planning Manager | Direct channel

Role & responsibilities

We are looking for young, high energy individuals with a passion for sales and for achieving aspirational targets.

Key responsibilities:

  • Promote and sell life insurance policies to prospective clients through direct channels
    Understand client needs and recommend suitable insurance products
    Build and maintain relationships with clients to ensure customer satisfaction and retention
    Provide excellent customer service by addressing client inquiries and resolving any issues
    Meet and exceed sales targets and contribute to the overall growth of the organization
    Stay updated with industry trends, product knowledge, and regulatory requirements.

CTC: 4.00Lpa + Incentives

Experience required: Minimum 1 year in BFSI

 

Interested candidates can share their resume at Jyoti.verma@skywingsadvisors.com or 7302599921

 

Regards 

Jyoti Verma

Posted on: March 2, 2026

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