Customer Investment Planner

2 weeks ago


Kolkata, India Bajaj Life Allianz insurance company Ltd. Full time

Understanding Clients Financial needs. Determine Clients expenses, Level of Income, Insurance Coverage, Financial Objectives and Goals, Tax Status and Risk Tolerance and answer clients questions and address concerns.

Office Time:11 am
- 5pm.

**Salary**: From ₹250,000.00 per year

**Benefits**:

- Provident Fund

Schedule:

- Day shift

Supplemental pay types:

- Yearly bonus

**Experience**:

- total work: 1 year (preferred)

**Speak with the employer**
+91 7003982551


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