
Financial Services Advisor Position
1 week ago
Job Opportunity
: We are seeking a motivated and customer-focused professional to join our team. The Insurance Adviser will be responsible for providing expert advice to clients on insurance products and services, helping them make informed decisions about their coverage needs.Key Responsibilities:
- Understand clients' insurance needs and provide expert advice on available products.
- Offer customized insurance solutions, including life, health, property, and casualty insurance.
- Educate clients on policy terms, benefits, and costs, ensuring clarity and transparency.
- Manage client relationships and provide exceptional customer service.
- Conduct periodic reviews of existing policies and offer updates or improvements.
- Ensure compliance with all regulatory and company standards.
- Maintain detailed and accurate client records.
- Collaborate with other team members and departments to deliver a seamless customer experience.
- Stay up-to-date with industry trends, product knowledge, and changes in insurance regulations.
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Direct Walk-In For Financial Advisor
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Financial Advisor/Team Leader
2 weeks ago
Lucknow, Uttar Pradesh, India Kotak Life Insurance PVT Ltd Full time ₹ 1,04,000 - ₹ 1,30,878 per yearCompany 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...
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