Finance Advisor

1- Advising clients on their financial goals, including investment strategies, insurance needs, and retirement planning.2- Meeting with clients to understand their financial goals, risk tolerance, current financial situation (assets, debts, income), and investment knowledge. 3- Recommending suitable investment products, insurance solutions, and other...

Company Description At 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...

Company Description Kotak 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...

Company Description Kotak 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...

Personal financial advisors assess the financial needs of individuals and help them with decisions on investments such as tax laws, and insurance. Advisors help clients plan for short - and long-term goals, such as budgeting for education expenses and saving for retirement through investments. Their duties include discussing finances and financial goals...

This is a **Full-Time** and **Part-Time** hybrid role for a **(Sales) Financial Advisor at Aditya Birla Sun Life Insurance Company Ltd in Lucknow.** The **Sales Advisor (Financial Advisor)** will be **Responsible for Financial Planning, Retirement Planning, Child's future planning, Providing Financial Advice and Managing Investments.** This Role allows for...

This is a **Full-Time** and **Part-Time** hybrid role for a **(Sales) Financial Advisor at Aditya Birla Sun Life Insurance Company Ltd in Lucknow.** The **Field Sales Advisor (Financial Advisor)** will be **Responsible for Financial Planning, Retirement Planning, Child's future planning, Providing Financial Advice and Managing Investments.** This Role...

This is a Full-Time and Part-Time hybrid role for a (Sales) Financial Advisor at Aditya Birla Sun Life Insurance Company Ltd in Lucknow. The Financial Advisor will be Responsible for Financial Planning, Retirement Planning, Child's future planning, Providing Financial Advice and Managing Investments. This Role allows for Flexibility with Work from Home or...

Team building, Team handling, business development, customer handling ETC **Job Types**: स्थायी, फ्रेशर, इंटर्नशिप Contract length: 30 days **Salary**: ₹१५,०००.०० per month **Benefits**: - आने जाने में सहायता - प्रॉविडेंट फ़ंड -...

Team building, Team handling, business development, customer handling ETC **Job Type**: इंटर्नशिप Contract length: 30 days **Salary**: ₹१५,०००.०० per month **Benefits**: - लाइफ़ इंश्योरेंस - हेल्थ इंश्योरेंस Ability to Commute/Relocate: - Lucknow, Uttar...