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
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
15000 -40,000 +Incentives
Monday to Friday ,
Saturday Sunday fixed off
11AM -5:30 PM
Work from office job
Job Types: Full-time, Fresher
Salary: ₹15,000.00 – ₹50,000.00 per month
Supplemental pay types:
Ability to commute/relocate:
Speak with the employer