Life Planner
Job Description
Job Title: Life Planner
Company: AYRA ASSOCIATES
Location: Ahmedabad
Experience: Freshers
Job Description:
AYRA ASSOCIATES is looking for a motivated and customer-focused Life Planner to help clients understand their financial goals and provide suitable planning solutions. The ideal candidate should have good communication skills, a positive attitude, and the ability to build strong relationships with clients.
Key Responsibilities:
Understand clients’ financial needs, goals, and requirements.
Provide guidance on suitable financial planning solutions.
Generate leads and connect with potential clients.
Build and maintain strong relationships with customers.
Explain financial products and services to clients.
Follow up with clients and provide ongoing support.
Achieve assigned business and sales targets.
Maintain client records and documentation.
Conduct meetings and presentations with prospective customers.
Stay updated with market trends and financial products.
Required Skills:
Client Relationship Management
Communication Skills
Sales & Business Development
Lead Generation
Customer Handling
Financial Product Knowledge
Presentation Skills
Negotiation Skills
Problem-Solving Skills
Time Management
Target-Oriented Approach
Networking Skills
Adaptability
Teamwork
Positive Attitude
Eligibility:
Freshers are welcome to apply.
Graduate Preferred.
Good communication and interpersonal skills required.
Interest in sales and customer relationship management.
Apply Now: 9913140067
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