Life Planner
Job Description
Job Title: Life Planner
Company: Ayra Associates
Location: Ahmedabad
Experience: Fresher
Job Description:
Ayra Associates is looking for an enthusiastic and customer-focused Life Planner to join the team. The ideal candidate should have good communication skills, a positive attitude, and the ability to understand client needs while providing suitable financial planning solutions.
Key Responsibilities:
• Understand clients’ financial goals and requirements
• Build and maintain strong relationships with clients
• Provide guidance on financial planning products and services
• Generate leads and follow up with potential clients
• Explain plans, benefits, and investment options to customers
• Conduct client meetings and provide regular support
• Maintain customer records and documentation
• Achieve assigned targets and business goals
• Coordinate with team members for better client service
• Stay updated with market trends and financial products
Required Skills:
• Client Relationship Management
• Communication Skills
• Sales & Business Development
• Lead Generation
• Customer Handling
• Presentation Skills
• Negotiation Skills
• Time Management
Eligibility:
• Graduate Preferred
• Freshers Can Apply
• Good communication and interpersonal skills required
Apply Now: 9913140067
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