9

Finance Advisor Job Vacancies in Kanpur

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  • 1 - 7 yrs
  • 8.5 Lac/Yr
  • Chunni Ganj Kanpur
Financial Planning Skills Life Insurance Insurance Marketing Insurance Sales Insurance
We are looking for a motivated Life Insurance Advisor to join our team. In this part-time role based in Chunni Ganj, Kanpur, you will assist clients in understanding life insurance options that best meet their needs. Key Responsibilities:- **Client Consultation**: Engage with clients to discuss their financial goals and needs. Provide personalized advice on suitable life insurance products. - **Policy Knowledge**: Stay informed on various life insurance policies. Be able to explain different coverage options and their benefits to clients clearly.- **Sales Target Achievement**: Work towards meeting sales targets by actively promoting insurance products to potential clients while offering exceptional service.- **Documentation Handling**: Assist clients in completing necessary paperwork and ensure all applications are processed accurately and efficiently.Required Skills and Expectations:Candidates should have strong communication skills to build relationships and effectively explain insurance concepts. A good knowledge of financial products will be beneficial but not mandatory, as training will be provided. The ideal candidate will be self-motivated with a strong desire to help others and the ability to work independently from home. Prior experience in sales or customer service is a plus, but a positive attitude and eagerness to learn will be equally valuable. Flexibility in working hours is essential, allowing you to manage your schedule effectively while meeting client needs.
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Insurance Marketing Financial Planning Skills Customer Service Life Insurance Insurance Sales
An Insurance Agent Sells and Manages Insurance Policies, Assessing Clients' Needs and Finding the Best Coverage for Them. Their Work Includes Identifying Potential Clients, Explaining Different Policy Options, Preparing Proposals, Submitting Applications to Underwriters, and Providing Ongoing Support for Policy Management and Claims.
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  • 1 - 5 yrs
  • Mall Road Kanpur
Equity Broking Relationship Manager Wealth Management Mutual Funds Sales Sales Direct Sales
We are seeking a highly motivated and results-driven professional to join our team as a Stock Market and Mutual Fund Sales Executive. The ideal candidate will be responsible for acquiring new clients, promoting mutual fund products, and advising clients on equity investments based on their financial goals and risk appetite.
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Sales Executive Marketing Communication Financial Advisor Work From Home
Help customers achieve their financial goals by offering them a range of essential banking products like personal loans, credit cards, and more.Unlimited Earning Potential: Earn commissions based on your performance. The sky's the limit!
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Opening For Field Sales Officer

Skywings Advisors Private Limited

Marketing Communication Field Officer Home Loans Field Sales BFSI Finance Executive Finance Advisor
HIWE ARE HIRING FOR A LEADING FINANCIAL SERVICE JOB PROFILE - SALES OFFICER ( HOME LOAN )SALARY - 3.00 LPA TO 3.90 LPA +INCENTIVES (NCR )EDUCATION - GRADUATIONEXPERIENCE - MIN. 06 MONTHS IN ( BFSI , NBFC , DSA , FIN. TECH ) BANKING SALES , FINANCE , INSURANCE , ALL TYPES OF LOANS , GOLD LOAN , HL , PL , BL, LAP , ETC.LOCATION - 1. UTTAR PRADESH - VARANASI , LUCKNOW, KAUSHAMBI , HAPUR , MAHANAGAR , ALIGARH GORAKHPUR , UNNAO , JHANSI , AGRA , MEERUT , FAIZABAD , FIROZABAD ,LOCAL CANDIDATE REQUIRED*SEND YOUR RESUME TO -7869351832
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Financial Advisor

Niftel Communications Private Ltd.

Excellent English Communication Financial Planning Marketing Investment Advisory Sales Accounting Treasury Wealth Management Financial Advisor
We have aligned Walk in for Financial Advisor for Niftel Communication Pvt Ltd for Lucknow Location.Experience Required- 1 yr (Freshers can also apply)Salary Package- 1.8 lpaLocation- LucknowNotice - Immediate JoinerJob descriptionResponsible for making outbound calls(in UK) and regular follow up on leads assigned.Build a strong relationship / trust with customers by understanding the customer requirements and suggesting the right product to the Customers.Understand the Customer requirements, encourage them to upgrade /renew the packages.Address all the issues / grievances of customers and provide the right customer experience.Strictly adhere to the process requirementsAble to achieve deadlines and target as assignedResponsible for generating Leads and interacting with customerDesired Candidate Profile:-Good communication and interpersonal skillAbility to think independently and make decisionsCapable of working under pressureShould be a good Team player.Eager to learn new things and implement innovative ideasPersistent and Problem solving abilitiesExcellent communication and Convincing skillsOrganizational and time-management skillsDecision-making skillsMust be a Graduate from a recognized universityShould have excellent interpersonal skills.
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Insurance Advisor

Kotak Life Insurance Ltd.

  • 0 - 6 yrs
  • 4.0 Lac/Yr
  • Kanpur
Direct Marketing Life Insurance Insurance Sales Financial Consultancy
We are looking for 10 Insurance Advisor Posts in Kanpur, Uttar Pradesh,Kanpur, Uttar Pradesh with deep knowledge in Direct Marketing,Life Insurance,Insurance Sales,Financial Consultancy.
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  • 0 - 2 yrs
  • 2.0 Lac/Yr
  • Sarvodaya Nagar Kanpur
Sales Corporate Banking Portfolio Management Financial Advisory Investment Advisory Relationship Manager Customer Relationship Client Relationship
TruelyMarry.com is taking a Right step to improve the experience and simplify the process of finding a life partner by offering its clients a customized list of prospective matches with whom they can get in touch for free. TruelyMarry.com is a leading online Matrimonial site that offers serious, reputable, confidential, and in-depth professional matchmaking services all over the world. It has gained huge popularity among its members since 2010, connecting many singles with successful people from all walks of life.Relationship Manager is responsible for understanding customer requirements, meeting service metrics guidelines, retaining customers, converting prospects into Sales and assisting them in finding suitable Life partners.Key Responsibility :Understanding the customer requirement accurately,Helping customer find suitable profiles keeping in mind their requirements.Delivering quality service to paid members and working closely to maintain a good rapport with themSearching, screening, short listing, establishing contact, initiating meeting between members and creating success stories.Specifications Generating business in New Accounts and expand business in existing accounts. Pipeline development through a combination of cold calling, email campaigns and market sector knowledge/intelligence Working closely with the CRM Team to generate new pipeline and meet sales targets. Working proactively on all leads and opportunities and drive them towards closure. Fully understand and clearly articulate the benefits Understanding the needs of prospect businesses and working with the technical team in translating those needs into compelling demonstrations showcasing the products capability. Updating internal CRM system with daily updates of sales activity, along with accurate customer and operational data.
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Field Associate

Paragon foundation

Finance Executive Sales Agent Sales Executive Filed Sales Sales Assistant Sales Advisor Field Sale Executive Field Sales Officer Sales Associate Sales
Must have knowledge of smartphone.Company's Membership can sell and open a free banking account as well as sell more promotional products of the company
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