Financial Associate
Prudential Wealth Advisor Pvt Ltd

  • icon job experience 0 - 1 Years
  • icon job opening 5 Openings
  • icon salary 1.0-1.5 Lac/Yr
  • icon job location Jamshedpur

Key Skills

Finance Management

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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.

Experience : 0 - 1 Years

No. of Openings : 5

Education : Any Bachelor Degree

Role : Financial Associate

Industry Type : Banking / Financial Services / Stock Broking

Gender : [ Male / Female ]

Job Country : India

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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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