Financial Consultancy Job Vacancies in Lucknow

As an Insurance Advisor, you will provide expert guidance to clients on various insurance products. You will be responsible for helping individuals understand their insurance needs and offering suitable solutions, all while working from home.Key Responsibilities:1. Client Consultation: Engage with clients to assess their insurance requirements and recommend appropriate policies tailored to their needs.2. Policy Management: Assist clients in managing their insurance portfolios, ensuring they are aware of updates and potential adjustments.3. Training Participation: Attend training sessions to enhance your knowledge of insurance products and best practices within the industry.4. Effective Communication: Maintain open lines of communication with clients, addressing their queries and providing ongoing support.Required Skills and Expectations:The ideal candidate should have 5 to 11 years of experience in the insurance sector and be a minimum of 40 years old. A completion of the 12th grade is necessary. Proficiency in communication, along with strong interpersonal skills, is expected. Candidates should be self-motivated and capable of working independently in a part-time capacity. While the role is primarily remote, candidates must have access to a laptop or mobile device to manage client relationships effectively. Training will be provided for candidates who are keen to excel in this role.

You have to work with Axis Max Life Insurance company and deal with Bank customer. You need to discuss the plans with the customer and build a relationship with the bank staff so that they will help you to login your plan.

Good communication skills , positive attitude

1- Advising clients on their financial goals, including investment strategies, insurance needs, and retirement planning.2- Meeting with clients to understand their financial goals, risk tolerance, current financial situation (assets, debts, income), and investment knowledge. 3- Recommending suitable investment products, insurance solutions, and other financial services based on client needs and goals.

We are looking for 5 Financial Advisor Posts in Lucknow, with deep knowledge in Financial Services, Finance, Voice Process, Financial Consultancy, Analytical Skills and Required Educational Qualification is : Diploma, Advanced/Higher Diploma, B.A, B.Com

Financial Advisor

We have vacant of 100 Financial Consultant Jobs in Lucknow, for Freshers Educational Qualification : Higher Secondary Skill Financial Consultancy,Financial Services,Corporate Finance etc.