Financial Advisor-insurance

**Job Detail** **Company Name**: HDFC Sales **Location**: Mhape (Navi Mumbai) **Designation**: Financial Advisor (Full Time) **Description**: Process Insurance Sales No. of Requirements 20 Gender Male/female About Process : Insurance sales involves selling various types of insurance to customers, including home, life, health and auto insurance. People...

Designation: Financial Advisor (Insurance Sales) Location: Ghansoli ,Mahape - Navi Mumbai Experience: 1-3 years **Roles & Responsibilities**: - Contact businesses and private individuals by telephone to promote services - Should be able to explain the product and its benefits to the customers - Resolving customer queries - Customer follow up and feedback...

**Insurance broking firm is looking for a Field sales manager at Marine lines.** Have to meet Jewellery shop owners, têxtile traders and sell them Insurance products v Good Communication Skills. v Should have marketing experience and convincing ability. v Build long-lasting client relationships v Attend meetings, sales events and training. v Report...

We are hiring financial planning advisor. **We need people who are** Active Listener. 2. Passionate about making money work harder for clients by Good Communicator. 4. Willing to take extra steps for clients. 5. Comfortable with Excel & MS Word & PPT 6. Entrepreneur mind set. **Their Day to Day job will include** Align Meetings for prospective...

Roles &Responsibilities:Contact businesses and private individuals by telephone to promoteservices Should be able toexplain the product and its benefits to thecustomers Resolving customerqueries Customer follow up and feedback postinitial interaction Record customer andtransaction details and obtaining customerinformation Scheduleappointments for sales staff...

**Division**: Lead Management System - Financial Services **Designation**: Financial Advisor (Insurance Sales) **Location**: Mahape - Navi Mumbai **Experience**: 1-3 years **Roles & Responsibilities**: ∙Contact businesses and private individuals by telephone to promote services ∙Should be able to explain the product and its benefits to the...

Designation**:Financial Advisor (Insurance Sales)** Location**:Mahape - Navi Mumbai** Experience**:1-3 years** **Roles & Responsibilities**: - Contact businesses and private individuals by telephone to promote services - Should be able to explain the product and its benefits to the customers - Resolving customer queries - Customer follow up and feedback...

**Post : Financial Advisor (Tele Sales)** **- Age : 25-55** **- Experience: 4 + years** **- Salary budget : 30k to 40k** **- Job Location : Andheri (W) (Veera Desai Road)** **Roles**: - Provide personalized financial counseling and debt management advice to clients, understanding their unique financial situations and goals. - Analyze clients' debt...

Should have knowledge about insurance sales or can sale all financial products. **Salary**: ₹15,000.00 - ₹20,000.00 per month Schedule: - Day shift **Experience**: - total work: 1 year (preferred) **Speak with the employer** +91 8104982267

Profile Name: Financial AdvisorLocation- Kandivali- Mumbai Responsibilities: ·         Talking to clients to determine their income, expenses, insurance coverage, financial objectives, tax planning, risk tolerance, or other information needed to develop a financial plan.·         Answering client questions about financial plans and...

Profile Name: Financial AdvisorLocation- Kandivali- Mumbai Responsibilities:·         Talking to clients to determine their income, expenses, insurance coverage, financial objectives, tax planning, risk tolerance, or other information needed to develop a financial plan.·         Answering client questions about financial plans and...

Job Title: Wealth Manager - Financial Services - Mumbai Wealth management through Mutual Funds, Bonds/NCDs, Market Linked Debenture, Corporate Fixed Deposit, Alternate Investment Funds, Portfolio Management Services, etc. Managing HNI clients, Ultra HNI clients, Institutional Sales, Managing Family accounts. Key Skills:Additional Benefit :Unlimited...

Breed productive relationships to create a pool of prospective clients from various sources by networking, cold calling, using referrals etc - Evaluate business or individual customers’ needs and financial status and propose protection plans that meet their criteria - Work with clients to deliver risk management strategies that fit their risk profiles -...

Company Description **Forbes Advisor** is a new initiative for consumers under the Forbes Marketplace umbrella that provides journalist - and expert-written insights, news and reviews on all things personal finance, health, business, and everyday life decisions. We do this by providing consumers with the knowledge and research they need to make informed...

**Responsibilities**: - Analyse client’s financial status (e.g., income, expenses and liabilities) - Examine and suggest financial opportunities (e.g., insurance plans, investment strategies) - Develop sound financial plan and budgets for clients according to their changing needs. - Help clients implement their plans and carry out transactions. - Present...

Position : Advisor-NRI Desk - Advising & execution of orders on behalf of clients on equity, derivatives and option strategies. - Managing a portfolio of NRI Clients & Understanding their Financial Goals Also Suggesting suitable portfolio strategies that may include products like Private Equity, PMS, MFs, AIFs. - Responsible for generating revenue primarily...

Position : Advisor-NRI Desk Location : Mumbai JD - Advising & execution of orders on behalf of clients on equity, derivatives and option strategies. - Managing a portfolio of NRI Clients & Understanding their Financial Goals Also Suggesting suitable portfolio strategies that may include products like Private Equity, PMS, MFs, AIFs. - Responsible for...

About the CompanyAt ManipalCigna we resonate your commitment to your family’s health and well-being through a range of comprehensive Health Insurance plans. ManipalCigna Health Insurance Company Limited (formerly known as CignaTTK Health Insurance Company Limited) is a joint venture between the Manipal Group, a leader in the field of healthcare delivery...

About the CompanyAt ManipalCigna we resonate your commitment to your family’s health and well-being through a range of comprehensive Health Insurance plans. ManipalCigna Health Insurance Company Limited (formerly known as CignaTTK Health Insurance Company Limited) is a joint venture between the Manipal Group, a leader in the field of healthcare delivery...

About the Company At ManipalCigna we resonate your commitment to your family’s health and well-being through a range of comprehensive Health Insurance plans. ManipalCigna Health Insurance Company Limited (formerly known as CignaTTK Health Insurance Company Limited) is a joint venture between the Manipal Group, a leader in the field of healthcare delivery...