Hiring For Financial Advisor
1 week ago
Job Summary
:We are seeking a motivated and customer-focused Insurance Adviser 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. This role involves building strong relationships with clients, understanding their financial situations, and offering tailored insurance solutions.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.Qualifications:Proven experience as an insurance adviser, agent, or similar role (preferred but not required).Excellent communication and interpersonal skills.Ability to explain complex insurance concepts in simple terms.Strong organizational skills and attention to detail.A customer-first attitude with a commitment to providing personalized service.Relevant certifications (., IRDAI certification) or willingness to obtain them.Proficiency in using insurance software and tools.Experience
0 - 1 Years
No. of Openings
8
Education
Secondary School, Post Graduate Diploma
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
Urbanac business park TATA croma building 2nd floor
-
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 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...
-
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...
-
Direct Walk-In For Financial Advisor
2 weeks ago
Lucknow, Uttar Pradesh, India M A Associates Full timeWe are looking for 5 Financial Advisor Posts in Lucknow, with deep knowledge in Financial Services, Finance, Voice Process, Financial Consultancy, Analytical Skills and Required Educational Qualification is : Diploma, Advanced/Higher Diploma, , Experience1 - 2 YearsNo. of Openings5EducationDiploma, Advanced/Higher Diploma, B.A, B.ComRoleFinancial...
-
Financial Advisor
2 weeks ago
Lucknow, Uttar Pradesh, India beBeeAccounting Full time ₹ 60,00,000 - ₹ 1,20,00,000About Our Accounting ServicesOur mission is to empower forward-thinking accounting firms to transform into industry leaders. We partner with these firms to streamline operations, boost financial performance, and unlock new avenues for growth.We specialize in empowering firms to thrive in today's competitive landscape through strategic integration, innovative...
-
Sought After Professional Financial Planner
2 weeks ago
Lucknow, Uttar Pradesh, India beBeeAdvisor Full time ₹ 8,00,000 - ₹ 12,00,000Financial Advisor Job DescriptionJob Summary: We are seeking experienced Financial Advisors to work in Lucknow, India.Key Responsibilities:Provide expert financial guidance and advice to clients.Assess and analyze financial information to identify trends and areas for improvement.Develop and implement personalized financial plans to meet client...
-
Premier Advisor at Lucknow
1 week ago
Lucknow, Uttar Pradesh, India Kotak Life Insurance PVT Ltd Full time ₹ 1,50,000 - ₹ 28,00,000 per yearCompany DescriptionKotak Life Insurance PVT Ltd shares potential job opportunities, role descriptions, and recruitment-related information to streamline the hiring process. This platform is created specifically for job postings and is not affiliated with the official Kotak Life website. For official details and career opportunities, please visit the Kotak...
-
Strategic Financial Advisor
2 weeks ago
Lucknow, Uttar Pradesh, India beBeeWealthManagement Full time US$ 1,50,000 - US$ 2,50,000Senior Wealth Management ProfessionalWe are seeking an experienced Senior Wealth Management Professional to join our team. As a key member of our wealth management division, you will be responsible for managing high-net-worth client relationships and growing our assets under management.About the Role:Design and implement tailored financial plans for clients,...
-
Lucknow, Uttar Pradesh, India beBeeFinancial Full time ₹ 10,00,000 - ₹ 15,00,000Key Roles and ResponsibilitiesThe primary objective of this position is to provide expert advice on investment options, insurance plans, and other financial products to clients.This role requires a skilled and ambitious individual with 0-6 years of experience in the financial services industry.As a Financial Advisor, you will be responsible for tailoring...
-
Financial Services Assistant
2 weeks ago
Lucknow, Uttar Pradesh, India beBeeFinancial Full time ₹ 40,00,000 - ₹ 60,00,000Job Role: Financial Services AssistantWe are seeking a highly motivated and detail-oriented individual to assist with financial planning and advisory services. The ideal candidate will have excellent analytical skills, be proficient in financial data analysis, and possess strong communication skills.Key Responsibilities:Assist with financial planning and...
-
Chief Financial Strategist
2 weeks ago
Lucknow, Uttar Pradesh, India beBeeFinancialAdvisor Full time ₹ 8,00,000 - ₹ 10,00,000Financial Advisor Job DescriptionJob Summary:Provide financial advisory services to clients.Key Responsibilities:Audit financial statements of companies and ensure compliance with laws and regulatory standards.File income tax returns on behalf of individuals and businesses, and prepare balance sheets and profit/loss accounts.Evaluate accounting systems and...
