Finance Advisor Job Vacancies in Punjab

An HDFC Ergo Insurance Advisor acts as a financial consultant, finding suitable health, motor, or other insurance plans for clients by understanding their needs, explaining policies (inclusions, exclusions, terms), assisting with purchase and claims, and building long-term relationships. Key duties involve lead generation (cold calling), client consultation, policy sales, after-sales support, and maintaining digital records, requiring strong communication, problem-solving, and product knowledge for success, often with a fixed pay plus incentives.

Looking for teammate, quick learner and a partner

Join ICICI Prudential Life Insurance as an FSP (Financial Service Provider) and build a successful career in the insurance industry! Benefit from our established brand, competitive products, robust training, and attractive compensation. We're seeking individuals with strong sales and interpersonal skills, a customer-focused mindset, and a drive to succeed. Take the first step towards a rewarding career. Contact us at [Contact Number] or [Email Address]. #JoinICICIPrudentialLifeInsurance #FSPRecruitment

we are looking for Centre Manager. Sale/collection in Group loan product

We have vacant of 20 Financial Consultant, life advisor, life consultant, team leader Jobs in Amritsar, Punjab,Finance Manager, for Freshers Educational Qualification : Other Bachelor Degree Skill Finance Manager etc.

Requirement for Relationship Manager preferably in financial stream. We are giving the opportunity to Fresher and Experienced Candidates. Here is the opportunity to earn monthly incentives more than 1 Lakh and also we provide Quarterly Appraisal, Performance bonus, Annual free trip, Monthly Closing Parties with Familiar environment. We are Hiring for a Male Candidates for a Relationship Manager Post with a Good Communication skills and high confidence for Our Financial Company ( KUBER FINANCIAL SERVICES PVT LTD). Freshers are most welcome. Vehicle and License are Compulsory. Hurry up to apply for this job as we need the Candidates on urgent Basis. Direct apply on our email or Call HR

Working Hour - 10.00 am to 7.00 pmBack Office.File Handling.Accounting.Graduation & Class 12 pass out can apply

This is work from home job and can be done on the phone or field, salary is based on achieving targets time to time, unlimited incentive, salary hike twice in a year on performance, and interested candidates can call or WhatsApp

Details:Advising Affluent & HNI clientson their Investments across a gamut of wealth products and managing their overall financial portfolio. Deepening the wallet of existing clientsProcuring potential/target clientsthrough networking, database, market analysis, and references.Achieving financial goalsEnsurethe highest levels of customer serviceand experience to these HNI customers.

They should to be able to maintain relationship with their customer. The Relationship Manager will build and deepen relationship with the customers through the call and physical meetings ,provide professional and excellent customer service to achieve high customer satisfaction, and retention ,The Relationship Manager must have complete knowledge of his customer profile and his assets and also tracking through his accounts trends.

We are looking for a talented sales consultant to monitor and analyze our sales department performance and suggest new strategies. Our ideal candidate should be able to use statistical analysis software and provide reports on sales and marketing metrics. You will collaborate with the sales team and the marketing department to achieve business goals. Ultimately, you should be able to improve sales and increase profits.

Roles & Responsibilities:Acquisition of new clients and formulating strategies to increase the client base.Dealing and servicing of existing clients.Preparation and execution of Financial assessments.Conducting Regular portfolio review of the clients.Providing Investment services into various instruments majorly in General Insurance , Mutual Funds, FD,PMS, Bond, Equity, Gold(ETF), & FMP.Approaching need based product to the clients through Financial assessment.Generating the revenue primarily through core products.

Key Responsibilities.1.Profiling Clients suggesting financial products (Equity) to meet customer needs as per their risk appetite.2.Responsible for activation of trading account of clients, assisting new entrants in the equity market to understand the dynamics of market.3.Placing orders on behalf of clients based on Client s request. Update client for order and trade on recorded line after or during market hours.4.Achieving the business target assigned in terms of generating revenue, acquiring minimum 2 new accounts, enhancing upgrading the client relationship. Maintain 0% dealing error.5.Maintain daily client s activity6.Ensuring the highest level of service to the clients.7.Ensure resolution of client queries within TAT.8.Activate dormant clients.9.Ensure regular client meetings.10.Responsible for cross selling products like Mutual Fund, SIPs, IPOs, and other Sharekhan products to the existing set of customers.11.Follow guidelines of Compliance and Risk managementRequired Qualification.1.Graduate or Post Graduate or NISM Certification required2.2 to 8 years of experience in handling retail or HNI clients3.Background from broking industry possessing equity as one of their core products4.Knowledge of technical charts

Life insurance sales in Field & Marketing. It is a good commission basis work.