Financial Friend

Jaipur – – 03/12/2021

Salary – Upto 3.6 LPA

Job Title

Financial Planner

Company Profile

  • Financial Friend is a startup venture by Mrs. Gunjan Kataria, an experienced and certified financial planner. Established in January 2019, our personal financial management service works on the principle of “Client first, always and every time”. Here, we provide the bedrock for our clients’ financial prosperity and stability that will help him to achieve his financial objectives at various stages of his life.

Job Profile & Responsibilities

  • Conduct market research to identify selling possibilities and evaluate
    customer needs.
  • Prepare and deliver appropriate presentations on products and services.
  • Create frequent reviews and reports with sales and financial data.
  • Participate on behalf of the company in exhibitions or conferences.
  • Negotiate/close deals and handle complaints or objections.
  • Collaborate with team members to achieve better results.
  • Gather feedback from customers or prospects and share with internal

Preferred Qualifications

  • Graduate or post graduate.

Desired Candidate Profile

  • Thorough understanding of marketing and negotiating techniques.
  • Fast learner and passion for sales.
  • Self-motivated with a results-driven approach.
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