Financial Advisor/Team Leader
2 days ago
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 understand role requirements and apply for opportunities. For official information about Kotak Life Insurance and its career opportunities, please visit the Kotak Life official website.
Role Description
This is a full-time on-site role for a Financial Advisor/Team Leader located in Lucknow. The Financial Advisor/Team Leader will be responsible for guiding clients in financial planning, identifying and proposing suitable insurance products, and managing a team of advisors. Day-to-day tasks include meeting clients, analyzing financial data, conducting market research, training and mentoring team members, and achieving assigned sales targets.
Qualifications
- Experience in Financial Planning, Financial Analysis, and Investment Management
- Knowledge of Insurance Products, Sales Strategies, and Client Relationship Management
- Leadership and Team Management skills
- Excellent Communication, Interpersonal, and Negotiation skills
- Bachelor's degree in Finance, Business Administration, or related field
- Relevant certifications such as CFP, CLU, or similar are a plus
- Ability to work on-site in Lucknow
- Proven track record in achieving sales targets and driving team performance
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