Planify - Telesales/Field Sales/Corporate Sales Role - Financial Instruments (1-4 yrs)
Job Openings for Financial Sales :
- Deep Understanding of Financial Instruments i.e. mutual funds, stock market, insurance & loans.
- Experience of lead conversion/sales pipeline is a must.
- End to end financial planning for clients by meeting them in Person/Internet/Phone.
- Good interpersonal skills, Excellent conversion skills, Super-Organizers.
- Good listeners and possess excellent analytical/presentation skills.
- Working knowledge of Excel is a must.
- Must be comfortable with 10:30 a.m. - 8 p.m. timing & 6 days working.
- 1 - 4 Years of experience in Sales.
Location : Plot 23, Maruti Industrial Area, Sector 18, Gurugram, Haryana - 122015, Delhi NCR
About the Company :
Vision : India's most trusted platform for Investment, Insurance, and Loan. To bring a change in the world by creating financial literacy. We believe that simple concepts of savings, covering risks and lending should be taught in schools/colleges and is a fundamental right of everyone.
Mission : To provide financial security to every Indian.
Product/Services : Planify is a financial aggregator service company. It deals with everything related to money. Be it in a space of investment, insurance or loans. It provides all types of mutual funds, Corporate FD's & NCD's, Portfolio Management Services, D-Mat Account, Private Equity, Portfolio Management Services and Pre-IPO for investments, Life, Health, Motor, Bike, Shop. Home and General and Corporate Insurance, all type of loans like Home Loans, Personal Loans, Loans against Property, Loan Against Securities for any individual or corporate needs.
We are in B2B and B2C model where we make Channel Partners (CA, Financial Advisors, Stock Brokers, Travel Agents) who help us extend these services to the end-investor and customers.
The recruitment drive is on 11th May 2019
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