Job Title

Financial Planning Consultant (6B7-MYC-DSZ)

Salary

3 LPA

Location

Chandigarh

Job Description

Position- Financial Planning Consultant - Third Party Partners (TPP)

CTC- upto 3 Lacs

 

Pfb the JD for TPP position.

 

  1. FPC role is to support channel partners like KSBL Bonanza and Anand Rathi in going on calls and provide them support in term of login and issuance of their cases and also they have to ensure they deliver their target from the assigned channels.
  2. 13 M and Renewals – Renewal data will be assigned to the FPC for the nearby location where in he has to call the customer for collection and visit the customers for collection.
  3. X Sell – FPC will also have the target to do X sell on the leads provided by the company.