Insurance Advisor

**JOB DESCRIPTION - DIRECT SALES TEAM** **Roles and Responsibilities** - Convert leads and generate business through leads shared by the organization. - Visit potential customers for New Business - Grow existing accounts and develop new accounts in order to meet sales & profitability goals establish by the Direct Sales Management - Ensure that business...

Urgently needed a Financial Advisor (PCG) Advising Super HNI clients on Equity, Derivatives, currency & commodity Markets. - Individually handling clients - Creation of revenue & Activation of clients through effective Advisory. - Cross selling of other products like Mutual fund, PMS, Insurance. - Handling Queries & complains of client's & solving it within...

Engage with potential customers to understand their life insurance needs and financial goals. Educate customers about various life insurance policies offered by HDFC Life and explain the benefits and features. Conduct in-depth financial analysis to assess customers' insurance requirements and propose suitable plans. Assist customers in completing the...

Engage with potential customers to understand their life insurance needs and financial goals.Educate customers about various life insurance policies offered by HDFC Life and explain the benefits and features.Conduct in-depth financial analysis to assess customers' insurance requirements and propose suitable plans.Assist customers in completing the necessary...

Senior Property Advisor/Product Specialist-Residential Experience - 2-4years Salary Bracket - (Gross) +other benefits Qualification - Any graduate/Diploma Gender - Both Male/ Female Location - Kolkata Industry Pref: Banking/Finance/Real estate/Insurance/Automobile/edutech (Sales profile) **Salary**: ₹15,000.00 - ₹25,000.00 per month **Benefits**: -...

Meeting with clients. - Offering specialized financial guidance and advice. - Completing financial needs analyses. - Creating and explaining customized plans. - Utilizing knowledge of tax investment strategies. - Assessing clients' financial portfolios. - Analyzing clients' risk. -Encouraging clients to invest in the future. - Bachelor’s degree in finance...

WE ARE HIRING FOR THE POST OF SALES EXECUTIVE. LOCATION / PLACE : KOLKATA WE ARE HIRING FOR WORK FROM OF OFFICE ONLY. AGE CRITERIA : 18+ AND ABOVE RESPONSIBILITY : INSURANCE SALES, RECRUITMENT, GOOD COMMUNICATION SKILL, MARKETING, SMART PERSONALITY, IMPRESSIVE BODY LANGUAGE. JOB DETAILS : SELECTED CANDIDATES WILL BE PROVIDED A TRAININGS. SALARY DEPENDS...

The role involves identifying & amp; empaneling CAs, Ex - Bankers, Ex-Wealth Advisors, Insurance agents and Finance professionals and empaneling them as Independent Financial Distributors with JM Financial. - Training new empaneled IFDs to effectively use digital platform and Mobile app for providing Knowledge on Primary Market Products (like MF, NFO’s,...

This opportunity is being posted for Recruitment of Life Insurance Advisor for TATA AIA Life insurance. Having opportunity to work in fexlible work schedule, with high growth opportunity with world most trusted brand. Pay: From ₹17,000.00 per month **Benefits**: - Flexible schedule - Life insurance Schedule: - Day shift Supplemental pay types: -...

1.provides financial advice to clients on retirement planning, investing, and protecting against risks.Analyzing clients' risk. -Encouraging clients to invest in the future. 2.Meeting with clients. 3.Offering specialized financial guidance and advice. 4.Completing financial needs analyses.Assessing clients' financial portfolios. 5.Creating and explaining...

_**Understanding Clients Financial needs.** **Determine Clients expenses, Level of Income, Insurance Coverage, Financial Objectives and Goals, Tax Status and Risk Tolerance and answer clients questions and address concerns**_. **Job Types**: Full-time, Fresher **Salary**: ₹19,000.00 per month **Benefits**: - Paid sick time - Provident...

Ultrafly Solution Pvt LTD Greettings!!! We wanted experienced beauty advisor It is a monthly contractual role which can move to a year long intervention basis the performance of the trainer. Specifically, I need trainers who have worked for colour cosmetic brands. **Benefits**: 1.Content & OJT Template for all sessions will be provided to the...

Responsibilities for insurance sales manager - Represents sales in assigned projects, and provides support in the execution of risk, compliance and regulatory initiatives to the sales force - Provides support for regulatory supervision of newly licensed advisors - Assign new business and retention goals, quality standards, and quality reporting objectives to...

Responsibilities for insurance sales manager - Represents sales in assigned projects, and provides support in the execution of risk, compliance and regulatory initiatives to the sales force - Provides support for regulatory supervision of newly licensed advisors - Assign new business and retention goals, quality standards, and quality reporting objectives to...

Responsibilities for insurance agency Partner - Represents sales in assigned projects, and provides support in the execution of risk, compliance and regulatory initiatives to the sales force - Provides support for regulatory supervision of newly licensed advisors - Assign new business and retention goals, quality standards, and quality reporting objectives...

Analyzing financial records and preparing budgets.Improving processes by recommending operational changes.Evaluating and improving sales, marketing, and branding strategies.Preparing project and productivity reports and ensuring compliance with quality and safety requirements.Identifying opportunities for future business development and expansion.Developing...

Following Sales process & Reporting regularly Job Responsibilities : - Training of advisors regularly on products & concepts - Assisting advisors in making business plans and Targets - Joint calls for client acquisition & client retention - Joint calls for Group insurance - Coordinating activities like client meets and health camps - Coordination with...

Following Sales process & Reporting regularly Job Responsibilities : - Training of advisors regularly on products & concepts - Assisting advisors in making business plans and Targets - Joint calls for client acquisition & client retention - Joint calls for Group insurance - Coordinating activities like client meets and health camps - Coordination with...

**Executive Loan Advisor** **Freshers can apply** - Assist Students to get educational loan for higher studies at GBS. - Coordinating with West Bengal Credit Card Scheme department for educational loan processing under the same scheme. - Working with other banks such as SBI, AXIS, PNB, Canara bank etc. - Other BFSI institutions like HDFC Credila, NEEV...

Must have a good knowledge about skin care products/ cosmetics. - Should have fluency in English communication - Should be presentable and smart enough to deal with customer needs **Job Types**: Full-time, Regular / Permanent, Fresher **Salary**: ₹10,499.76 - ₹22,268.93 per month **Benefits**: - Health insurance - Provident Fund Schedule: - Day...