Finance Advisor Job Vacancies in Kerala

Key Responsibilities:Identify client needs and provide tailored financial solutions across insurance, investment, and savings products.Sell life, health, or general insurance policies based on client requirements.Build a portfolio of clients through cold calling, networking, referrals, and existing databases.Provide after-sales service, including policy servicing, renewals, and claims assistance.Educate clients about various financial products, market trends, and regulatory updates.Maintain accurate records of sales, leads, and customer interactions in CRM systems.Meet or exceed monthly/quarterly targets for sales, revenue, and customer retentionStay updated on insurance products, financial instruments, and competitor offerings.Collaborate with internal departments like underwriting, claims, and customer service to ensure a smooth client experience.

Bharti Axa Life Trivandrum branch invites applications for below mentioned Role handling Investment and Insurance Products1. Financial Advisors ( Individual Role) - Commission and incentive basis to start withage 25 and aboveRemuneration package would be from 25 K to 50 K and above with incentives, Monthly Contests, International trips, PF, ESI benefits, Term cover etc as per Designation.Compensation and other emoluments would be based on experience, skills and performance in the personal interview.Job Types: Full-time, Part-time, FresherSalary: 25,000.00 - 50,000.00 per monthBenefits: Flexible schedule Health insurance Provident Fund Work from homeSupplemental pay types: Commission paySpeak with the employer

We are looking for 100 Financial Planner Posts in Kannur Cantonment Kannur with deep knowledge in Communication Advisor,Finance Advisor,Financial Analysis,Planning Skills,Financial Planner and Required Educational Qualification is : Higher Secondary, Secondary School, Vocational Course, Diploma, Advanced/Higher Diploma, Professional Degree, B.A, B.Arch, B.C.A, B.B.A, B.Com, B.Ed, BDS, BAMS, Bachelor of Hotel Management, B.Pharma, B.Tech, MBBS, Other Bachelor Degree, Some Tertiary Coursework, Ph.D/Doctorate, MPHIL, Other Doctorate Degree, DM/Doctorate of Medicine

MARKET LIFE INSURANCE PLANS

As a Financial Consultant , you will be responsible for promoting and selling a diverse range of financial products, including Equity, Currency, Mutual Funds, SIPs, Insurance, PMS, Bonds, Life & General Insurance, Home loans, etc. Key responsibilities include client prospecting, cross-selling to existing clients, providing excellent after-sales service, and ensuring overall client satisfaction. The role requires adaptability, strong time management, problem-solving skills, and a target-oriented approach. Successful candidates should demonstrate market awareness, technological proficiency, and a willingness to travel across different locations in Kerala.We have 15 vacant Financial Consultant (Sales) Jobs in Kochi/Cochin,Ernakulam,Palakkad,Trivandrum/Thiruvananthapuram,Calicut Suburb, Kozhikode,Communication Skills,Financial Product Knowledge,Willingness to Travel,Customer Service Excellence,Prospecting and Networking, for Freshers Educational Qualification : Other Bachelor Degree Skill Communication Skills,Financial Product Knowledge,Willingness to Travel,Customer Service Excellence,Prospecting and Networking etc.

Purpose of the Job: To plan and achieve business targets in the area of productivity, new premium, persistency, agent activation etc. Take responsibility for scanning the market for emerging opportunities. To devise and implement sales strategy to promote the productivity of the field force. To promote customer-centric culture among both staff and field force.Job Profile Key Responsibilities: Responsible for quality team development and playing an important role in expanding the market Building Distribution Network: Build a robust and profitable distribution network of Advisors & FLS. Productivity & Activation: To manage productivity and activation of the Advisors within the team. To promote productivity of the field force. Establish good working habits for the force, undertake productivity improvement drives, organize specialized training programs. Recruitment of Advisors to ensure growth and productivity. Responsible for increasing share of business by offering entire range of products by achieving Monthly, Quarterly and Annual target. Managing product mix, persistency, Lead Conversion% etc Managing accurate maintenance & updating database. Achieving goal sheet & contest achievement on weekly basis. Candidate should have a minimum of 1 year of experience in any Field / Banking / Insurance/ Education or Any other sales.

Hiring for 25 Financial Advisor Jobs in Thiruvananthapuram, for Freshers, Required Educational Qualification is : Higher Secondary with Good knowledge in Communication Advisor etc.

Company: KDC CHITS PRIVATE LIMITED?? Location: - KannurPosition: SALES CONSULTANTS (10 NOS.)Package: Up to 50,000/-per month including Incentives/ CommissionExperience: 6 Months+ Sales experienceJob Description Lead will be provided. Coordinated with customers to aware the Kuri/ Chits products. Maintain contact with existing customer for to getting additional leads as reference basis to determine whether their financial needs have changed. 80% Office Jobs, 20% Out door Jobs Talk to walk in Customer and build up Relationship Fuel expenses are providedQualifications: Minimum qualification- Plus Two required. Age between 21 to 40 Years.interview date : 18-11-2023 Saturday

Recruiting and Building a high performing distribution network of Financial Consultants (FCs)Training, motivating and driving these certified financial consultants (agents) to sell insuranceMeeting prospective customers with FCs to sell insurance solutionsProviding pre and post sales support (e.g. claim settlement)Ensuring quality of business and persistency (renewals of premium)

Extensive experience providing production support for Oracle Fusion Financials applications.Serve as the primary point of contact for functional support of Oracle Fusion Financials applications, including General Ledger, Accounts Payable, Accounts Receivable, Fixed Assets, and Cash Management.Investigate and analyze incidents and problems related to financial processes, striving for timely resolutions.Collaborate with technical teams to diagnose and resolve complex functional issues impacting the financial systems' performance and functionality.Deep knowledge of Oracle Fusion Financials modules, including General Ledger, Accounts Payable, Accounts Receivable, Fixed Assets, and Cash Management

We are looking for a sales coordinator with good communication skills and computer knowledge. Should be presentable and have an ability to convert an enquiry into sales.This is for the Pepper fry Store in Thiruvalla .Kindly contact us with your resume.Cheers!SAM

Hiring for 20 Finance Advisor Jobs in Thalassery Kannur, Kerala,Kannur, Kerala,Mahe,Insurance Advisor,Insurance Agent, for Freshers,Required Educational Qualification is : Higher Secondary with Good knowledge in Insurance Advisor,Insurance Agent etc.

Good communication skillsGood experience in sells and marketingMature and sincere candidate Experience candidate

Relationship management with walk in customers.Cash handling.Finacle services.BOD and EOD settlement.

Job DescriptionInteract with customers through call or face to face meeting, to promote sale of vehicles and other Value added services.Coordinate with other departments to ensure timely vehicle deliveryMaintain cordial relation with customersAchieve preset targetsRequirementsEffective communication and presentation skills to generate enquiriesPrior experience in the automobile industry/any other industry in sales/marketing can apply. Freshers with a passion for sales can also applyAbout UsSignature Honda is the authorized dealer for Honda Cars in Kannur and Kasargod district in kerala

Cross selling financial products like Life insurance, General insurance, FD, MF etc

Greetings from the Royal HR Recruiter CompanyHuge Jobs Openings In Multiple Companies:-BPO CompaniesInsurance CompaniesEduTech CompaniesSoftware CompaniesBanksFinance CompaniesSecurities CompaniesLocation: openings in all locations of all zonesCTC:2LPA to 5LPAHiring Criteria:Age: 45 limit maximumRequired any Graduation/PGRequired 1 to 5 year's experienceExperience required into:Life InsuranceHealth insuranceSecuritiesFinancial ServicesBanking SalesHousing FinanceAny Loan salesAny Sales ExperienceGeneral InsuranceInterview Mode: Daily Walk-in interview DrivesSend cv whatappWe Provide FreeJobs in Pan India location. Regards,HR DIPANWITARoyal HR Recruiter TeamMumbai

Job Openings for 30 Financial Advisor Jobs for Freshers in Thiruvananthapuram, having Educational qualification of : Higher Secondary with Good knowledge in communication, Cold Calling etc.

Life insurance sales through assigned Bank Branches.Coordinating between Bank and company from Lead generation to policy conversion.Follow up with Operations of Banks.To build mutually beneficial relationships with Bank and help in acquisition of clients.Customer Requirement Gathering and Analysis for better product pitching.Handling Objections and grievances and providing them with timely solutions.Guiding / mentoring new team members with required deliverable and company values.Required Skills:Need Freshers /Experienced on Urgent basis !1. Sound knowledge about Life Insurance Sales.2.Good Communication and Interpersonal Skills3.Interest in banking sales / field sales4.Excellent communication skills.5.Should be sales driven.6.High level of energy.

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

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