Financial Associate jobs in Jamshedpur - Prudential Wealth Advisor Pvt Ltd

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  • Job View 97 Views
  • Applicants Less than 5 Applicants
  • 2020-03-10

Job Description

This job is responsible for giving presentation to walkin venue clients regarding their financial planning needs. Analysing financial needs of the customer and suggesting them best available product. Maintaing good relationship with clients and providing timely services. Collecting timely renewals and promoting cross sell and up sell to exisiting clients.

Key Skills

  • Finance Management


Banking / Financial Services / Stock Broking

Functional Area

Fresher / Trainee

Number of Vacancy



Other Bachelor Degree

About Prudential Wealth Advisor Pvt Ltd

Brilliant Insurance and Broking Services Pvt Ltd. is floated by Insurance professionals with more than 3 decades of expertise and exposure to Insurance industry. We got our IRDA License to operate as Insurance Broker from IRDA in 2017 and have got Network of over 35 BRANCHES in Pan India and We offer a range of services that cater to insurance and wealth management needs of the clients. We are working with a financial advisory company in which they provide advice regarding financial products to their clients and awareness So that people can understand the need of financial products in their life and can plan their future for Child Education, Child marriage, Pension etc.

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