Life Planner
Job Description
Job Title: Life Planner
Company: Ayra Associates
Location: Ahmedabad
Experience: Fresher
Job Description:
Ayra Associates is looking for a motivated and enthusiastic Life Planner to help clients understand financial planning solutions and achieve their personal and financial goals. The ideal candidate should have good communication skills, a positive attitude, and the ability to build strong relationships with clients.
Key Responsibilities:
• Understand client requirements and provide suitable financial planning solutions
• Build and maintain strong relationships with clients
• Identify new business opportunities through networking and referrals
• Explain financial products and services to clients
• Conduct client meetings and provide proper guidance
• Follow up with potential and existing clients
• Maintain client records and update information regularly
• Achieve assigned targets and business goals
• Stay updated with market trends and financial planning services
Required Skills:
• Client Relationship Management
• Communication Skills
• Financial Planning Knowledge
• Sales & Business Development
• Customer Handling
• Presentation Skills
• Networking Skills
• Problem-Solving Skills
• Time Management
• Target Achievement
Eligibility:
• Freshers can apply
• Strong communication and interpersonal skills required
• Willingness to learn and grow in the financial planning field
Apply Now: 9913140067
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