Array ( [0] => finance-advisor [1] => asansol ) Finance Advisor Jobs in Asansol,Finance Advisor Job Vacancies in Asansol West Bengal
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Finance Advisor Job Vacancies in Asansol

  • Fresher
  • Female
  • Asansol
Financial Services Financial Planning
Key Responsibilities:1. Assist clients in understanding different financial services: As a finance advisor, your primary responsibility will be to help clients understand various financial services available to them, such as savings accounts, insurance policies, and investment options.2. Provide guidance on financial planning: You will be required to offer advice and guidance to clients on how to effectively plan their finances, set financial goals, and create budgets.3. Conduct financial assessments: You will need to assess the financial situation of clients by analyzing their income, expenses, debts, and assets to determine the best course of action.4. Develop personalized financial strategies: Based on the financial assessment, you will need to develop personalized financial strategies for each client to help them achieve their financial goals.5. Stay up-to-date on financial regulations: It is essential to stay informed about the latest financial regulations and trends to provide accurate and relevant advice to clients.Required Skills and Expectations:1. Strong knowledge of financial services: You should have a thorough understanding of different financial services and products available in the market.2. Excellent communication skills: You must possess excellent communication skills to effectively explain complex financial concepts to clients.3. Detail-oriented: Being detail-oriented is crucial in assessing clients' financial situations accurately and creating personalized financial strategies.4. Ability to work independently: As a part-time finance advisor working from home, you should be able to work independently and manage your time effectively.
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Recruiting New Financial Advisor Financial Advisor
Job Description Recruiting New Financial Advisor & Agency Associate Partner. Responsible for clearing the exam of IC33. Making new license for the company. Providing product knowledge. Responsible for training to Financial Advisor. Train, motivate & mentor the sales team. To ensure the fulfillment of budgetary expectations of the organization.Eligibility: Any Graduate/ MBA can apply for this position. A person with sales experience is required.
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Sales Insurance Agent Mutual Funds Nbfc Loan Executive Microfinance Financial Services Sales Consultant Field Executive Walk in
Responsible for preparing and maintaining insurance policy records. Also handled the tasks of checking premium records on a regular basis Assisted Insurance sales team in achieving monthly sales target. Provided support to insurance sales financial department and handled additional duties and responsibilities as requiredRESPONSIBILITIES & DUTIES Develop various sources of agent hiring & build a team of agent & agent pipe line Conduct activity to enhance existing agent footfall to generate fresh referral for new agent hiring Development of agent prospecting habits, calling habits and work habits Work with agent on planning and reviewing of activities and goals Identify the training needs of the agent and work with Trainers to improve the same Meet Business Targets Improve agent productivity & retention Maintain the quality vectors of business including persistency and surrender
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Financial Advisor

Life Insurance

Communication & Network Financial Advisor Financial Planner
we are looking for smart Financial Advisor, who is good in financial Skill, Provide financial plan and life protection.
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  • Fresher
  • Female
  • Durgapur
Communication Finance
Job Role: Financial AdvisorKey Responsibilities:Advise clients on financial planning, investments, and insurance products.Understand client requirements and recommend suitable financial plans (like Mutual Funds, SIPs, Health/Life Insurance, etc.).Build and maintain strong, long-term relationships with clients.Meet monthly business and revenue targets.Requirements:Minimum Education: 12th Pass or Graduate.Excellent communication and convincing skills.Basic knowledge of financial products and the market.
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  • 0 - 6 yrs
  • 5.0 Lac/Yr
  • Durgapur
Marketing Finance Advisor
This a Life Insurance Company.the Job is Very Simple You have to Just Generate Leads and Sale the Product.
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