Financial Advisor/Team Leader

3 weeks ago


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 understand role requirements and apply for opportunities. For official information about Kotak Life Insurance 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 guiding clients in financial planning, identifying and proposing suitable insurance products, and managing a team of advisors. Day-to-day tasks include meeting clients, analyzing financial data, conducting market research, training and mentoring team members, and achieving assigned sales targets.

Qualifications

  • Experience in Financial Planning, Financial Analysis, and Investment Management
  • Knowledge of Insurance Products, Sales Strategies, and Client Relationship Management
  • Leadership and Team Management skills
  • Excellent Communication, Interpersonal, and Negotiation skills
  • Bachelor's degree in Finance, Business Administration, or related field
  • Relevant certifications such as CFP, CLU, or similar are a plus
  • Ability to work on-site in Lucknow
  • Proven track record in achieving sales targets and driving team performance


  • Lucknow, Uttar Pradesh, India Kotak Life Insurance PVT Ltd Full time ₹ 6,00,000 - ₹ 12,00,000 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, 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...


  • 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...

  • Financial Advisor

    5 days ago


    Lucknow, Uttar Pradesh, India Bajaj life insurance Full time ₹ 2,40,000 - ₹ 7,20,000 per year

    Here's a professional Job Description for the post of Financial Advisor at Bajaj Allianz Life Insurance Company — you can use this for job listings, resumes, or recruitment purposes: --- Job Title: Financial Advisor Company: Bajaj Allianz Life Insurance Company Ltd. Location: Lucknow/Barabanki/WFH Job Type: Full-Time / Part-Time --- Job Summary: As a...

  • Financial Advisor

    1 day 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

    5 days ago


    Lucknow, Uttar Pradesh, India Bajaj life insurance Full time

    Here’s a professional Job Description for the post of Financial Advisor at Bajaj Allianz Life Insurance Company — you can use this for job listings, resumes, or recruitment purposes: --- Job Title: Financial Advisor Company: Bajaj Allianz Life Insurance Company Ltd. Location: Lucknow/Barabanki/WFH Job Type: Full-Time / Part-Time --- Job Summary: As a...

  • Financial Advisor

    2 weeks 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...


  • Lucknow, India ADITYA BIRLA SUN LIFE INSURANCE COMPANY LIMITED Full time

    Financial AdvisorExperience 0 - 6 Years No. of Openings 100 Education Higher Secondary Role Financial Advisor Industry Type Banking / Financial Services / Stock Broking Gender ( Male / Female ) Job Country India Type of Job Full Time Work Location Type Work from Office Face interview location Aditya Birla Sun Life insurance co. Ltd. Unit No SE-1,...

  • Financial Advisor

    1 day 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

    3 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...