Financial Sales Advisor

**Job Title: Insurance Advisor - HDFC ERGO General Insurance** **Location**: Patna Bihar **Job Type**: Full-Time **Job Summary**: As an Insurance Advisor at HDFC ERGO General Insurance, you will play a pivotal role in providing expert advice to clients and helping them secure their financial well-being through our comprehensive range of insurance...

Job Responsibilities: - Generate new customer leads through various channels. - Proactively identify sales prospects and conduct business development activities in the geography assigned Follow up on new leads and referrals to generate business - Achieving the monthly sales targets, assigned to him/her, for various products and services - Cross sell assets...

Conduct market research to identify selling possibilities and evaluate customer needs - Actively seek out new sales opportunities through cold calling, networking and social media - Set up meetings with potential clients and listen to their wishes and concerns - Prepare and deliver appropriate presentations on products and services - Create frequent reviews...

**Job Description: Equity Advisor** - Profiling Clients & suggesting financial products (Equity) and recommending portfolios to meet customer needs as per their risk appetite. - Responsible for activation of trading account of clients, assisting new entrants in the equity market to understand the dynamics of market. - Placing orders on behalf of clients...

**Job Description: Equity Advisor** - Profiling Clients & suggesting financial products (Equity) and recommending portfolios to meet customer needs as per their risk appetite. - Responsible for activation of trading account of clients, assisting new entrants in the equity market to understand the dynamics of market. - Placing orders on behalf of clients...

Conduct market research to identify selling possibilities and evaluate customer needs - Set up meetings with potential clients and listen to their wishes and concerns - Create frequent reviews and reports with sales and financial data - Ensure the availability of stock for sales and demonstrations - Negotiate/close deals and handle complaints or objections -...

**Job Summary**:As a Unit Manager for Mutual Funds, you will be responsible for overseeing the sales, distribution, and performance of mutual funds within your assigned region. You will lead a team of mutual fund sales representatives, providing guidance, training, and support to achieve sales targets and ensure superior customer...

**Job Summary**:As a Unit Manager for Mutual Funds, you will be responsible for overseeing the sales, distribution, and performance of mutual funds within your assigned region. You will lead a team of mutual fund sales representatives, providing guidance, training, and support to achieve sales targets and ensure superior customer...

We are looking for a competitive and trustworthy **Sales Executive **in field of tiles & sanitary bath ware to help us build up our business activities. Ultimately, you’ll help us meet and surpass business expectations and contribute to our company’s rapid and sustainable growth. **Responsibilities** - Conduct market research to identify selling...

Provide guidance and assist sellers and buyers in marketing and purchasing property for the right price under the best terms Determine clients’ needs and financials abilities to propose solutions that suit them Intermediate negotiation processes, consult clients on market conditions, prices, mortgages, legal requirements and related matters, ensuring a...

Provide guidance and assist sellers and buyers in marketing and purchasing property for the right price under the best terms Determine clients’ needs and financials abilities to propose solutions that suit them Intermediate negotiation processes, consult clients on market conditions, prices, mortgages, legal requirements and related matters, ensuring a...

Provide guidance and assist sellers and buyers in marketing and purchasing property for the right price under the best terms Determine clients’ needs and financials abilities to propose solutions that suit them Intermediate negotiation processes, consult clients on market conditions, prices, mortgages, legal requirements and related matters, ensuring a...

Provide guidance and assist sellers and buyers in marketing and purchasing property for the right price under the best terms Determine clients’ needs and financials abilities to propose solutions that suit them Intermediate negotiation processes, consult clients on market conditions, prices, mortgages, legal requirements and related matters, ensuring a...

Provide guidance and assist sellers and buyers in marketing and purchasing property for the right price under the best terms Determine clients’ needs and financials abilities to propose solutions that suit them Intermediate negotiation processes, consult clients on market conditions, prices, mortgages, legal requirements and related matters, ensuring a...

1-7 Years - Rs 200,000 - Rs400,000 - Bihar **JOB RESPONSIBILITIES**: - **Responsible for trading on behalf of clients. Providing insights and investment advice to the potential and existing clients. Responsible for reactivation of dormant clients.**: - **Business/ Operational/ Functional/ Financial Perspective.**: - **Execute the orders on behalf of...

*Join Max Life INSURANCE* As IRDA Licence Agent/ Posp*Agent* *Career Opportunity/Business Opportunity* *Benefits: - * **Work From Home,** **No sales target,** **Second Income Oppertunity,** **Highest Commissions + Trophies + Domestic & International Tours,** **Work from anywhere As per your convenience,** **Lifetime Royalty income,** **Fully...

*Join Max Life INSURANCE* As IRDA Licence Agent/ Posp*Agent* *Career Opportunity/Business Opportunity* *Benefits: - * **Work From Home,** **No sales target,** **Second Income Oppertunity,** **Highest Commissions + Trophies + Domestic & International Tours,** **Work from anywhere As per your convenience,** **Lifetime Royalty income,** **Fully...

Responsibilities :Meet sales targets, both personal and team.Maintain strong relationships with stakeholders, such as customers.Participate in meetings, sales events, and trainings to stay updated on industry trends.Assess customer needs and cultivate lasting relationships.Collaborate with business associates and advisors on field work to acquire insurance...

Responsibilities :Meet sales targets, both personal and team.Maintain strong relationships with stakeholders, such as customers.Participate in meetings, sales events, and trainings to stay updated on industry trends.Assess customer needs and cultivate lasting relationships.Collaborate with business associates and advisors on field work to acquire insurance...

Job Description Roles and Responsibilities Own the Top line and bottom line targets of the Region Plan, monitor and review the branch performance in areas of Recruitment, Activation and New Business Premiums. Manage Advisor career progressions and create a pool of Premier Advisors Ensure Retention of Advisors by constantly engaging...