LIFE PLANNER
Job Description
Job Title: Life Planner
Company: AYRA Associates
Location: Ahmedabad
Experience: Freshers
Job Description:
AYRA Associates is looking for enthusiastic and motivated candidates for the position of Life Planner. The role involves understanding clients’ financial goals, providing guidance on financial planning solutions, and building long-term relationships. Freshers with strong communication skills and a passion for helping people are encouraged to apply.
Key Responsibilities:
• Understand clients’ financial goals and requirements
• Provide guidance on suitable financial planning solutions
• Build and maintain strong client relationships
• Generate and follow up on leads and referrals
• Conduct meetings and presentations with clients
• Assist clients in planning for future financial security
• Maintain customer records and documentation
• Support business development activities
• Ensure excellent customer service and satisfaction
• Achieve assigned business targets
Required Skills:
• Financial Planning and Advisory
• Client Relationship Management
• Communication and Interpersonal Skills
• Sales and Business Development
• Goal Setting and Strategic Planning
• Customer Service and Support
• Relationship Building and Networking Skills
Eligibility:
• Freshers Can Apply
• Graduate Preferred
• Strong communication and interpersonal skills required
Apply Now: 9913140067
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