Financial Advisor

Here's a professional Job Description for the post of Financial Advisor at Bajaj Allianz Life Insurance Company — you can use this for job listings, resumes, or recruitment purposes: --- Job Title: Financial Advisor Company: Bajaj Allianz Life Insurance Company Ltd. Location: Lucknow/Barabanki/WFH Job Type: Full-Time / Part-Time --- Job Summary: As a...

Key Responsibilities -Offering specialised insurance advice to clientsAssessing client needsPolicy selection Assess clients' financial portfoliosA financial advisor job description involves advising clients on investments, retirement planning, and other financial matters to help them achieve their goals. Key duties include assessing a client's financial...

JOB SUMMARY Responsible for hiring, developing and driving sales from Top Financial Advisors/Financial Distributors of competition thereby driving revenue for Agency Channel. The Elite Vertical is a dedicated vertical under Agency Channel, focusing on recruitment and development of proven top performing advisors/ financial distributors KEY...

Company DescriptionRenewBuy is a technology-driven insurance and financial products consulting firm founded over 7 years ago by Indraneel Chatterjee and Balachander Sekhar. With a strong network of 90,000+ advisors across 750+ cities, RenewBuy simplifies and makes insurance and financial services accessible. The organization collaborates with more than 35...

Team Recruitment & Development Training and Manage a Team Client Relationship Business Development Sales Support to your team and customers Recruiting and Managing team of financial advisors/agents. Train team members on selling and products. Required Candidate profileEducation:- Graduation or Post-graduation Experience:- Min. 1 years Sales Ex.(BFSI &...

Key ResponsibilitiesAssist in developing and executing digital marketing campaigns.Manage social media accounts and content.Conduct market research and analysis.Monitor and report on campaign performance.Collaborate with teams.Learn and apply digital marketing tools and techniques.Community management: designing social media campaign, creating social media...

Overview The Accountant plays a pivotal role in maintaining the financial health of the organization. This position is crucial as it ensures that all financial processes are accurately recorded, monitored, and reported to provide a clear picture of the company's financial status. Accountants are responsible for managing financial transactions, preparing...

Key Responsibilities:Financial Operations & OversightMaintain and monitor day-to-day accounting operations (bookkeeping, reconciliation, ledgers).Account reconciliations, vendor payments, and documentation.Support end-to-end P&L tracking, including budget vs. actual reporting, variance analysis, and financial forecasting.Maintain physical records in a...

Company DescriptionFinValue Advisors is a trusted advisory partner specializing in designing evidence-based policy interventions to improve the financial health of underserved communities. Their programs focus on inclusive finance, green finance, and climate finance to benefit women, youth, and MSMEs. The company is located in Lucknow and collaborates with...

**job summary** **Financial Advisor responsibilities and duties** The responsibilities and duties section is the most important part of the job description. Here you should outline the functions this position will perform on a regular basis, how the job functions within the organization and the title of the manager the person will report to. - Provide...

Here’s a professional Job Description for the post of Financial Advisor at Bajaj Allianz Life Insurance Company — you can use this for job listings, resumes, or recruitment purposes: --- Job Title: Financial Advisor Company: Bajaj Allianz Life Insurance Company Ltd. Location: Lucknow/Barabanki/WFH Job Type: Full-Time / Part-Time --- Job Summary: As a...

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...

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 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...

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...

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...

Knowledge of financial products - Identify customer financial needs - Provide customised solutions - Close deals & maintain relationship. This is High income job with - High rate of Growth upto Manager Level - Huge Rewards & incentive - Easy Work culture without any pressure **Job Type**: Permanent **Salary**: From ₹25,000.00 per month **Benefits**: -...

Knowledge of financial products - Identify customer financial needs - Provide customised solutions - Close deals & maintain relationship. This is High income job with - High rate of Growth upto Manager Level - Huge Rewards & incentive - Easy Work culture without any pressure **Job Type**: Permanent **Salary**: From ₹25,000.00 per month **Benefits**: -...

Knowledge of financial products - Identify customer financial needs - Provide customised solutions - Close deals & maintain relationship. This is High income job with - High rate of Growth upto Manager Level - Huge Rewards & incentive - Easy Work culture without any pressure **Job Type**: Permanent **Salary**: From ₹15,000.00 per month **Benefits**: -...