Financial Advisor/Team leader

2 days ago


Lucknow, India Kotak Life Insurance PVT Ltd Full time

Company Description

At this job posting page for Kotak Life Insurance PVT Ltd., we share potential job opportunities, role descriptions, and recruitment-related information. This page is specifically for the Recruitment and Development Manager – Tied Agency Channel and similar positions. It is designed to streamline the hiring process, enabling candidates to easily understand role requirements and apply for opportunities. For official information about Kotak Life and its career opportunities, please visit the Kotak Life official website.

Role Description

This is a full-time, on-site role for a Financial Advisor/Team Leader located in Lucknow. The Financial Advisor/Team Leader will be responsible for providing financial planning services, advising clients on investments, and assisting with retirement planning. The role also involves leading a team of advisors to achieve business objectives and collaborating with cross-functional teams to ensure client satisfaction.

Qualifications

  • Proficiency in Financial Planning, Retirement Planning, and Financial Advisory
  • Strong background in Finance and Investments
  • Excellent leadership and team management skills
  • Effective communication and interpersonal skills
  • Ability to analyze financial data and market trends
  • Bachelor's degree in Finance, Economics, or a related field
  • Certification in financial planning (CFP) or similar credential is a plus
  • Experience in the insurance industry is an advantage


  • Lucknow, Uttar Pradesh, India Kotak Life Insurance PVT Ltd Full time ₹ 1,04,000 - ₹ 1,30,878 per year

    Company DescriptionAt this job posting page for Kotak Life Insurance PVT Ltd., we share potential job opportunities, role descriptions, and recruitment-related information. This page is specifically for the Recruitment and Development Manager – Tied Agency Channel and similar positions. It is designed to streamline the hiring process, enabling candidates...


  • Lucknow, Uttar Pradesh, India Kotak Life Insurance PVT Ltd Full time ₹ 1,04,000 - ₹ 1,30,878 per year

    Company DescriptionKotak Life Insurance Pvt Ltd is dedicated to providing potential job opportunities, role descriptions, and recruitment-related information specifically for roles such as the Recruitment and Development Manager – Tied Agency Channel. The purpose of this platform is to streamline the hiring process, making it easier for candidates to...


  • Lucknow, India Kotak Life Insurance PVT Ltd Full time

    Company Description Kotak Life Insurance Pvt Ltd is dedicated to providing potential job opportunities, role descriptions, and recruitment-related information specifically for roles such as the Recruitment and Development Manager – Tied Agency Channel. The purpose of this platform is to streamline the hiring process, making it easier for candidates to...

  • Financial Advisor

    7 days ago


    Lucknow, Uttar Pradesh, India Aditya Birla Capital Full time

    Personal financial advisors assess the financial needs of individuals and help them with decisions on investments such as tax laws, and insurance. Advisors help clients plan for short - and long-term goals, such as budgeting for education expenses and saving for retirement through investments. Their duties include **discussing** finances and **financial...

  • Financial Advisor

    1 week ago


    Lucknow, Uttar Pradesh, India Aditya Birla Capital Full time

    Personal financial advisors assess the financial needs of individuals and help them with decisions on investments such as tax laws, and insurance. Advisors help clients plan for short - and long-term goals, such as budgeting for education expenses and saving for retirement through investments. Their duties include discussing finances and financial goals...

  • Financial Advisor

    7 days ago


    Gomtinagar, Lucknow, Uttar Pradesh, India Aditya Birla Sun Life Insurance Full time

    This is a Full-Time and Part-Time hybrid role for a (Sales) Financial Advisor at Aditya Birla Sun Life Insurance Company Ltd in Lucknow. The Financial Advisor will be Responsible for Financial Planning, Retirement Planning, Child's future planning, Providing Financial Advice and Managing Investments. This Role allows for Flexibility with Work from Home or...

  • Financial Advisor

    1 week ago


    Gomtinagar, Lucknow, Uttar Pradesh, India Aditya Birla Sun Life Insurance Full time

    This is a Full-Time and Part-Time hybrid role for a (Sales) Financial Advisor at Aditya Birla Sun Life Insurance Company Ltd in Lucknow. The Financial Advisor will be Responsible for Financial Planning, Retirement Planning, Child's future planning, Providing Financial Advice and Managing Investments. This Role allows for Flexibility with Work from Home or...

  • Financial Advisor

    1 week ago


    Gomtinagar, Lucknow, Uttar Pradesh, India Aditya Birla Sun Life Insurance Full time

    This is a Full-Time and Part-Time hybrid role for a (Sales) Financial Advisor at Aditya Birla Sun Life Insurance Company Ltd in Lucknow. The Financial Advisor will be Responsible for Financial Planning, Retirement Planning, Child's future planning, Providing Financial Advice and Managing Investments. This Role allows for Flexibility with Work from Home or...


  • Lucknow, Uttar Pradesh, India M A Associates Full time

    We are looking for 5 Financial Advisor Posts in Lucknow, with deep knowledge in Financial Services, Finance, Voice Process, Financial Consultancy, Analytical Skills and Required Educational Qualification is : Diploma, Advanced/Higher Diploma, , Experience1 - 2 YearsNo. of Openings5EducationDiploma, Advanced/Higher Diploma, B.A, B.ComRoleFinancial...

  • Financial Leader

    1 week ago


    Lucknow, Uttar Pradesh, India beBeeFinancial Full time ₹ 80,00,000 - ₹ 1,00,00,000

    Job Title: Financial LeaderAbout this role:We are seeking an experienced and skilled finance professional to join our dynamic team as a financial leader.This role will be pivotal in driving financial discipline, compliance, and process excellence across the organization.Main Responsibilities:Financial Planning & Analysis: Oversee accurate and timely...