Financial Advisor
3 days ago
We are looking for an experienced financial advisor to join our team in Bajaj Allianz Life insurance company.
We are hiring male and female for the job profile.
Experienced and fresher, any one can apply.
If you love finance and investments and enjoy helping people to make the right investment decisions, you will love this position
Job location -Eco space Newtown 3(b) building 3rd floor
Responsibilities:
Understand clients’ financial needs
Determine clients’ financial objectives
Answer clients’ questions and address concerns
Regularly review clients’ bank and other accounts and analyze their financial data to understand if life or economic changes are necessary to reach their financial goals.
Preparing or interpreting financial document summaries, investment performance reports and income projections for clients.
Manage and regularly update clients’ portfolios.
Continuous communication with clients’ to stay up to date with their financial status
Building and maintaining your client base.
Education requirement:
Minimum graduate
Soft skills required
Proficiency in MS Office
Experience in managing and growing sales teams
Excellent multitasking skills
Ability to prioritize tasks
Excellent verbal and written communication skills
Salary 15000 -40,000 +Incentives
Working days Monday to Friday ,
Saturday Sunday fixed off
Working Hours 11AM -5:30 PM
Work from office job
**Job Types**: Full-time, Regular / Permanent, Fresher
**Salary**: ₹15,000.00 - ₹42,000.00 per month
**Benefits**:
- Health insurance
- Leave encashment
- Paid sick time
- Paid time off
- Provident Fund
Schedule:
- Day shift
- Fixed shift
- Monday to Friday
- Weekend availability
Supplemental pay types:
- Commission pay
- Performance bonus
- Yearly bonus
**Speak with the employer**
+91-XXXXXXXXXX
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