Finance Advisor Job Vacancies in Bhubaneswar

As a Financial Advisor, you will play a crucial role in helping individuals manage their finances effectively. Your responsibilities include:- Client Consultations: Meet with clients to understand their financial goals and needs. You will analyze their situation and provide tailored advice on budgeting, saving, and investing.- Investment Planning: Help clients build an investment strategy that aligns with their financial objectives. This includes suggesting suitable investment products based on their risk tolerance and financial situation.- Market Research: Stay updated on financial markets and trends. Your research will help clients make informed decisions about their investments.- Financial Education: Educate clients about various financial products and services, enabling them to make better financial choices. You will explain complex concepts in simple terms.- Portfolio Management: Assist clients in managing their investment portfolios. This includes regular reviews and adjustments based on performance and changing financial goals.To be successful in this role, you should possess strong communication skills to explain financial concepts clearly. You will need analytical skills to assess clients financial situations and recommend appropriate solutions. A basic understanding of financial products and services is essential, along with a willingness to learn more. Customer service skills are important as you will be building and maintaining relationships with clients. A proactive attitude and the ability to work independently will ensure you thrive in a work-from-home environment.

Recruitment and Development of a Team of Financial Advisors

Financial Consultant

HDFC LIFE offers Child education plansMarriage plansProtection plansAnnuity/pension plansMarket linked plans etc.. Give references & earn maximumApart from it International recognitions

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.

Role DescriptionThis is a full-time, on-site Sales Professional role located in Bhubaneswar. The Sales Professional will be responsible for promoting and selling insurance plans, meeting prospect , building and maintaining relationships with customers, and providing excellent customer service.QualificationsSales, Marketing, and Customer Relationship Management skillsExcellent communication and interpersonal skillsAbility to meet sales targets and work in a fast-paced environmentKnowledge of insurance products and industry trendsStrong negotiation and closing skillsBachelor's degree in Business Administration, Marketing, or related fieldCertification in insurance sales or related field is a plus

Customer Engagement & Financial ServicesOnboarding of New Customers:Welcome new clients with seamless integration and personalized service.Revisit Existing Customers:Strengthen relationships with current clients by revisiting their needs and providing tailored solutions.Approval of Loans:Efficient and transparent loan approval processes to meet customer financial needs.Provide Finance:We offer flexible and reliable financial solutions to support your growth and stability.

Urgently looking out for financial advisors for a reputed brand.

We have vacant of 50 financial consultant Jobs in Bhubaneswar,Cuttack Road, Bhubaneswar for Freshers Educational Qualification : Higher Secondary, Secondary School Skill Life Insurance Advisor etc.

You need to call the client and provide them the service regarding brokerage and will also have to sell the and give financial advise to the needful client over share market.

Post - Financial Manager & Development ManagerDuty - Generating Lead for Insurance, Team Recruitment & ManagementBenefit -- Unlimited Income opportunity (Minimum 30k for Freshers & 50k for Experienced). - Flexible working hours- No Target and No field work. - Opportunity to grow as a. Manager. - Payout - Fix salary + commission + Bonus (Monthly / Quarterly / Annually) - EPF, ESI, Gratuity, Free Medical Coverage & Personal life coverage till full career. - Pension benefit after retirement- All type of Loan facility available. - Rewards & Recognition- National & International convention provide by company every month

Work vacancy in life insurance company. Limited vacancy available. Apply now

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

We are looking for 10 Insurance Advisor Posts in , with deep knowledge in Direct Marketing,Life Insurance,Insurance Sales,Financial Consultancy and Required Educational Qualification is : Higher Secondary, Professional Degree, B.A, B.C.A, B.Com, Post Graduate Diploma, M.A, M.C.A, M.Com

We Required Candidates for HDFC Life Insurance, OdishaDesignation: Assistance Sales Manager Channel: Retirement & Pension Plan ChannelSalary: 4 LPA + Incentive Eligibility: Any Graduate with Minimum 4 years of Field salsas Experience from any industry Male & Female both can apply but should be Local CandidatesJob Location: Bhubaneswar & CuttackAge Between 26 to 36 years

Represents HDFC life to all customers. Direct selling to the customers via appointments ( Office/ Home visits). Ensure that leads/ appointments allocated by the call center are attended and revertedwithin the TAT. Ensure Self Sourcing Targets are achieved Ensure business Reporting, MIS on sales call (LMS) , Lead Utilization and conversionare updated and maintained on a daily basis. Ensure that MIS/ Reporting formats are maintained/ Updated on regular basis. Insurance solution provider for our customers. Educate the Customer about the company/ channel. Customer Servicing. Ensure strict adherence to Human resource Norms - Policies & processes.

Need A Financial Advisor.Looking after total company accounts

Need insurance agent for kotak mahindra bank in cuttack and BHUBANESWAR

40% commission against 1lac premium. retired employees n housewife's r more preferable. Twice a year foreign trip..

We Required Candidates for HDFC Life Insurance, OdishaDesignation: CAM / Sr. CAM Channel: Banca Channel (Yes Bank) Salary: Upto 3.75 to 4.50 LPA + Incentive Eligibility: Any Graduate with Minimum 2 years of sales experience in Life Insurance onlyMale & Female both can apply but should be Local CandidatesJob Location: Berhampur, Bhubaneswar & PuriAge Between 24 to 36 years

- Provide financial advice: Offer guidance on investment strategies, retirement planning, estate planning, and other financial decisions to clients. This requires a thorough understanding of financial products and markets.- Develop financial plans: Create personalized financial plans for clients based on their goals, risk tolerance, and timeline. This includes analyzing financial information, evaluating investments, and recommending appropriate strategies.- Monitor client accounts: Keep track of client accounts and provide regular updates and recommendations based on market changes and individual goals. This involves staying informed about market trends and economic developments.- Build client relationships: Cultivate strong relationships with clients by understanding their needs and communicating effectively. This includes listening to client concerns, addressing questions and providing ongoing support.- Stay compliant: Ensure that all financial advice and recommendations adhere to relevant regulations and industry standards. This requires attention to detail and commitment to ethical practices.Required Skills:- Strong analytical skills: Ability to analyze complex financial information and make informed recommendations.- Excellent communication skills: Clear and concise communication with clients and colleagues.- Customer service orientation: Putting client needs first and providing top-notch service.- Time management: Efficiently manage workload and meet deadlines.- Adaptability: Flexibility to adjust to changing market conditions and client needs.