Array ( [0] => financial-planning-advisor [1] => delhi-ncr ) Financial Planning Advisor Jobs in Delhi NCR,Financial Planning Advisor Job Vacancies in Delhi NCR
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Financial Planning Advisor Job Vacancies in Delhi NCR

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Freshers & Experience || Part Time || Finance Advisor

Kotak Mahindra Life Insurance

  • 0 - 6 yrs
  • Nehru Place Delhi
Financial Planning Leadership Relationship Manager Wealth Management Life Insurance Advisor Financial Services
We are looking for ambitious individuals to join our team as Wealth Management and Financial Consultants. This is a unique entrepreneurial opportunity designed for those who want to build their own business with zero capital investment and unlimited earning potential.Key ResponsibilitiesFinancial Advisory: Educate and guide clients on various financial products, including Marriage Plans, Saving Plans, Retirement Pension Plans, and Market-Linked Plans (ULIPs).Network Utilization: Leverage your personal and professional network to provide customized financial protection and wealth creation consulting.Portfolio Management: Help families and individuals secure their future through strategic financial planning (Children's education, marriage, and retirement).Business Development: Operates with an entrepreneur mindset to expand your client base and advisory team.Candidate RequirementsEducation: Graduate / Chartered Accountant (CA) / Retired Professionals / MBA.Experience: Prior experience in Sales, Industrial Sales, or Finance is a plus, but not mandatory.Skills: Excellent communication skills, networking ability, and a self-motivated Business Owner attitude.Mindset: Interest in socio-entrepreneurship and helping others achieve financial security.What We Offer (Benefits)Zero Investment: Start your professional journey without any upfront costs.High Earning Potential: No fixed salary cap; earnings are based on performance and commissions.Flexibility: Work-from-home, part-time, or freelance options available to suit your schedule.Global Recognition: Opportunity to achieve international benchmarks like MDRT (Million Dollar Round Table).Training & Support: Comprehensive professional training and mentorship provided by industry experts.
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Freshers & Experience || Part Time || Finance Advisor

Axis Max Life Insurance

  • 0 - 1 yrs
  • 4.0 Lac/Yr
  • Netaji Subhash Place Delhi
Financial Services Financial Planning
Financial Advisor at Axis Max Life Insurance
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Hiring For 12th Pass Freshers - Life Insurance Advisor

Sbi life insurance

  • Fresher
  • Pitampura Delhi
Marketing Sales Life Insurance Insurance Marketing Insurance Sales Financial Planning Skills Insurance Customer Service
We are looking Life insurance Advisor at Sbi Life insurance company.
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Hiring Freshers || Finance Advisor

Axis Max Life Insurance

  • 0 - 6 yrs
  • Delhi
Life Advisor Life Insurance Agent Life Insurance Life Insurance Advisor Financial Planning
- Provide personalized financial advice to clients: As a Financial Advisor, you will be responsible for understanding your clients' financial goals and providing customized advice and recommendations to help them achieve these goals.- Sell life insurance products to clients: You will work as a Life Insurance Agent, educating clients on different life insurance products available and helping them choose the best solution to meet their needs.- Assist clients in financial planning: Through detailed analysis of clients' financial situations, you will develop comprehensive financial plans that encompass goals such as retirement planning, education funding, and risk management.- Maintain strong client relationships: Building trust and rapport with clients is essential in this role to ensure long-term satisfaction and loyalty.- Stay updated on industry trends and regulations: It is crucial for Financial Advisors to stay informed about the latest financial market trends, products, and regulatory changes to provide accurate and reliable advice to clients.Skills and Expectations:- Strong communication skills: Ability to effectively communicate complex financial information to clients in a clear and understandable manner.- Analytical mindset: Proficiency in analyzing financial data and identifying opportunities for clients to optimize their financial portfolio.- Sales acumen: Capability to persuade and sell life insurance products to clients while maintaining ethical standards.- Understanding of financial products: Knowledge of different life insurance products and financial planning concepts to provide suitable recommendations to clients.- Time management: Ability to manage tasks efficiently in a part-time, work-from-home setting to meet client needs and targets.
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Life Insurance Advisor - Connaught Place Delhi

Axis Max Life Insurance

  • 1 - 7 yrs
  • 8.5 Lac/Yr
  • Connaught Place Delhi
Financial Planning Skills Life Insurance Insurance Sales Insurance Marketing
Key ResponsibilitiesBuild strong relationships with bank customers and understand their financial needs.Recommend suitable Life Insurance / Investment / Savings products.Provide professional financial planning guidance and long-term protection solutions.Ensure excellent customer service & maintain ongoing client relationships.Achieve assigned business targets with support of the AxisMax Life team. What Makes This Opportunity Special? Work inside Axis Bank Branch No field work like traditional agency High Earning Potential Attractive commissions + bonuses + rewards Training & Development provided by Max Life experts Opportunity to build your own long-term business & earn lifetime income Career progression to Team Leader / Manager rolesWhy Choose a Career as a Life Insurance Advisor?Become your own boss with flexible working hoursUnlimited earning potentialMake a meaningful impact by helping families secure their financial future Earning Potential Example:Many advisors start earning 35,000 to 1,00,000+ per month within the first year depending on performance.
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Life Insurance Advisor (1-7 Years)

Kotak Mahindra Life Insurance

  • 1 - 7 yrs
  • 2.0 Lac/Yr
  • Connaught Place Delhi
Financial Planning Skills Life Insurance Insurance Sales Insurance Marketing Insurance
Income & Growth BenefitsUnlimited earning potential (commission-based income)Monthly performance bonuses and contest rewardsChance to earn foreign trips, luxury gifts, awards & recognitionWork flexibly no fixed working hoursFree training + IRDA Certification supportOpportunity to build your own Financial Advisory Business Why Join Axis Bank Max LifeTrusted Brand with strong customer baseHigh-quality products with guaranteed benefitsTransparent earning structureFast onboarding and training support Key Roles & ResponsibilitiesUnderstand client financial needs and suggest suitable insurance & savings solutions.Build and maintain long-term relationships with customers.Educate clients about life insurance benefits, investment planning, tax-saving & retirement planning.Promote Max Life insurance products through digital, referral and social networks.Provide after-sales service and support to clients.
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Hiring Freshers || Life Insurance Advisor

Pnb Met Life Insurance Ltd

  • 0 - 6 yrs
  • Old Rajender Nagar Delhi
Sales Lead Generation Convince Skills Sales Marketing Consultant Insurance Sales Financial Planning Skills Life Insurance General Insurance Customer Service Insurance Marketing Insurance
Company Pnb Met life insurance LttJob Profile life insurance advisor Age No limit bar 25 to 55Work responsibility sales & marketing life insurance policies plan Earning 30k to 60k Monthly Rewards+Annually Bonus+National and International tripsThe role focuses on expanding the client base, meeting revenue targets, and ensuring exceptional customer satisfaction. The position offers 2800 - 60000 and opportunities for career growth. Key Responsibilities: Research and identify new client opportunities in the market. Build strong, professional relationships with clients through regular communication. Promote product and service offerings that align with customer needs. Collaborate with internal teams to ensure seamless delivery of services. Monitor industry trends to adapt strategies and stay competitive. Provide regular feedback and insights to the management team. Thanks & RegardsKaushal Singh
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Freshers For Life Insurance Advisor - Moradabad/Rampur

Expert Solutions Company

Life Insurance Insurance Sales Insurance Marketing Insurance Customer Service Financial Planning Skills
Insurance Advisor
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Telephonic Interview For Life Insurance Advisor Jobs (Freshers)

Starlite Consultancy

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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Opening For Financial Planning Advisor

Angel One

  • 1 - 2 yrs
  • 2.0 Lac/Yr
  • Janakpuri Delhi
Equity Analysis Stock Market Share Trading Mutual Funds Mutual Funds Sales Insurance Good Communication Skills
We are seeking a motivated and experienced relationship manager specializing in equity to join our team in Delhi (JANAKPURI WEST-DISTT CENTER)Selected intern's day-to-day responsibilities include:1. Acquire new clients/franchisee2. Generate brokerage primarily through advising clients on their equity portfolio3. Develop and maintain a long term relationship with customers to maintain a high level of retention of the existing customers and focus on generatingnew business4. Need to be constantly updated with the market knowledge5. Ensure all the activities are in adherence as per compliance and risk6. Keeping the clients updated on their orders7. Crossing selling third party products like Mutual fund, SIP, and PMSRequirements:1. Minimum 1 year of experience in equity markets2. NISM certification is mandatory3. Ability to analyze financial data and market trends4. Proactive and client-focused attitude5. Candidate should have good communication skill
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Walk-in Opening For Financial Planning Advisor

Workingbees Global

Insurance Insurance Sales General Insurance Life Insurance Banking Insurance
Permanent payroll of HDFC Sales. Daily walkin,
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Life Insurance Advisor

Life Insurance Corporation of India

  • 1 - 7 yrs
  • 3.5 Lac/Yr
  • Delhi
Financial Planning Skills Life Insurance Insurance Marketing
We Recruit Life Insurance Advisor In Life Insurance of India , we also help Individuals to be professional in Advisory business likeHealth Insurance advisor, General Insurance Advisor , Mutual fund Distribution, Loan segments etc.
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Hiring For Life Insurance Advisor

Max Life Insurance Ltd

  • 0 - 1 yrs
  • 2.0 Lac/Yr
  • Rajouri Garden Delhi
Financial Planning Skills Insurance Sales Insurance Marketing Life Insurance
Dear Candidates,Career OpportunitiesCompany Name - Max Life Insurance Ltd Job AdvisorsCandidates typed Fresher & Experienced from any sector Students Job SeekersHousewiviesBusiness PersonsRetired PersonsWork from House working personsFreelance personsHigh income For earnersJob Typed - Part Time Qualification - 10th /12 & GraduatesEarning High incentive + Rewards + Domestic and Foreign Trips & other benefitsAge upto Age No barSo directly Contact immediate for joining hdfc Life Insurance Thanks & RegardsKaushal SinghContact No. 9319654238Company hdfc Life Insurance LtdLocation Rajouri Garden
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Looking For Financial Advisory (Senior)

Big Bee Consultant

Financial Planning Manager Financial Planning Relationship Manager Wealth Wealth Manager Wealth Advisor
Education: Postgraduate (AFP / CFP preferred) with NISM XA XBIndustry: Personal Finance / Financial Planning.JOB DESCRIPTION:Responsible for providing accurate analysis for new and existing clients as well as handling allsales administration including pricing, query handling, internal documentation and build strongrelationships with the operations team to ensure the smooth running of all client accounts.KEY RESPONSIBILITIES INCLUDE:1. Identify client needs and provide them with right financial planning assistance and assetallocation with the help of our Research & Financial Planner team.2. An advisor needs to expand existing client relationships, improve client satisfaction,strengthen client commitment, ensure client retention and grow revenue for IMMPL WealthManagement while acquiring new clients as well.3. Build and deepen relationships with existing HNI Customers to achieve increase in revenue.4. Recommend to clients strategies in cash management, insurance coverage,investment planning, or other areas to help them achieve their financialgoals.5. Implement financial planning recommendations and review clients' accounts and plansregularly to determine whether life changes, economic changes, environmental concerns,of financial performance indicate a need for plan reassessment.6. Manage client portfolios which include products ranging from insurance,mutual funds, hedge funds, real estate and fixed income.7. Keeping client plans up-to-date and prepare or interpret for clients informationsuch as investment performance reports, financial document summaries, orincome projections.8. Interact with the various teams within the organization such as Research, FinancialPlanning, Insurance and Operations to ensure prompt supply of information to the client.9. Any other ad-hoc duties as directed
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Financial Planner

Ingenetus

  • 0 - 5 yrs
  • Dwarka Delhi
Financial Planning Financial Advisor Wealth Management Financial Advisory Mutual Funds Sales Investment Manager New Clients Acquisition Leads Generation Financial Goal Planning Asset Management CFP Certified Financial Planner NISM Walk in
Required Candidate Profile: Strong communication and interpersonal skills and the ability to build and maintain long-term relationships with clients. Candidate should have a network of existing clients and corporates with a strong relationship. Detailed understanding and knowledge of the Mutual Fund Industry, Capital Market, and itsgrowth and profitability drivers. Certification in NISM and CFP is an added advantage. The candidate will be responsible to generate a lead and take it to closure by working along with the Operation and Sales backend team. Create and enforce plans that will help meet the needs of clients. Must be self-motivated, flexible and able to manage several jobs at one time. Willingness to dwell in Start-up Culture. Should have a laptop for work.Roles and responsibilities:1. Existing Client Relationship Management- Managing the existing clients of Ingenetus which includes any service-related, operational or sales-driven requests.- Driving New Business from our existing clients for various financial services- Financial technical analysis of various financial options available like, Mutual Funds, Loans, Insurance, etc.2. New Client Acquisition- Responsible for generating leads and conversion through either or all of the following channelsi) Cold Callsii) Conducting Financial Awareness Programsiii) Referential CallingOther responsibilities:- Meeting the clients and doing the initial screening- Sales Conversion- Managing various MIS- Onboarding prospects from the candidate's existing network- Utilizing Corporate networks to hold Financial Awareness Programs- Presenting achievement through performance reviews
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Digital Marketing Fresher

Mount Talent Corporations

  • 0 - 1 yrs
  • 4.8 Lac/Yr
  • Noida
Sales Planning Competitive Analysis Financial Planning Customer Service Advisor Merchandising Monitoring Digital Marketing Fresher
Marketing and Sales Manager Job Duties:Accomplishes marketing and sales human resource objectives by recruiting, selecting, orienting, training, assigning, scheduling, coaching, counseling, and disciplining employees; communicating job expectations; planning, monitoring, appraising, and reviewing job contributions; planning and reviewing compensation actions; enforcing policies and procedures.Achieves marketing and sales operational objectives by contributing marketing and sales information and recommendations to strategic plans and reviews; preparing and completing action plans; implementing production, productivity, quality, and customer - service standards; resolving problems; completing audits; identifying trends; determining system improvements; implementing change.Meets marketing and sales financial objectives by forecasting requirements; preparing an annual budget; scheduling expenditures; analyzing variances; initiating corrective actions.Determines annual and gross - profit plans by forecasting and developing annual sales quotas for regions; projecting expected sales volume and profit for
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Financial Advisor

LIC of India

  • 0 - 1 yrs
  • 6.0 Lac/Yr
  • East Delhi
Financial Planning Marketing Investment Advisory Sales Accounting Treasury Wealth Management Financial Advisor
Hiring for 10 Financial Advisor Jobs in East Delhi Delhi for Freshers,Required Educational Qualification is : Higher Secondary, Secondary School with Good knowledge in Financial Planning,Marketing,Wealth Management,Investment Advisory etc.
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Financial Advisor

Kotak Mahindra Life Insurance Ltd.

  • 0 - 1 yrs
  • 5.0 Lac/Yr
  • Connaught Place Delhi
Financial Planning Marketing Investment Advisory Sales Accounting Treasury Wealth Management Financial Advisor Work From Home
We have vacant of 5 Financial Advisor Jobs in Connaught Place Delhi Candidate Age Should be 25 and aboveAnyone Can Apply with Higher Secondary and 25 and above age
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LIC Advisor

Lic Of India

  • 0 - 6 yrs
  • 10.0 Lac/Yr
  • Gurgaon
Direct Sales Executive Life Insurance Advisor Life Insurance Agent Insurance Advisor Financial Advisor LIC Advisor INSURANCE PLANNING ADVISOR Work From Home
Opportunity *LIC OF INDIA*Join As an INSURANCE PLANNING ADVISOR.JOIN HIGHEST PAID PROFESSION IN THE WORLDGENERATE SECOND SOURCE OF REGULAR INCOME & PERKS WITH LIC OF INDIA ALONG WITH YOUR EXISTING JOB OR PROFESSIONLIC Will Give Fix Stipend To Procure Business Along with commission and perksA career with #LIC facilitates high growth opportunities so you can realize your financial aspirations and fulfill your dreamsWork On (Part time/Full time) basis.*Qualification: 10th Pass (Minimum) / Graduates & MBAs & professionals will be preferred*Earn UNLIMITED INCOME WITH REWARDS, RECOGNITION & STAND OUT FROM THE CROWDJob Description: Selling LIC Policies, Providing after Sales service, maintaining relationship with the customer.We will pay for operating/maintaining your office. - Laptop Advance, Interest free Car loan/2-Wheeler Loan. - Home Loan at attractive rates. - Interest free loans for your family needs after fulfilling the targets.LIC Agents Income - Income Remuneration and Growth - In case you wish to have a long term association with the Corporation, the career as an agent provides you with income which grows in high proportions. Growth in income may go up to 30-40% per year depending upon volume of business secured by you.Sky is the limit for your income. This apart, the career has a provision of benefits* or payments like (1) Gratuity (2) Terms Assurance (3) Hereditary commission payable to the heirs (*Conditions apply).You will be appointed as an INSURANCE PLANNING ADVISOR by LIC of India and you will be a part of the leading team .Document Required: - Your Aadhar Card , Pan Card, 1 passport size photo, educational certificates ( 10th & 12th certificates)
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Urgent Requirement For Financial Advisor

Angel One

  • 0 - 2 yrs
  • 2.5 Lac/Yr
  • Janakpuri Delhi
Financial Services Financial Planning Corporate Finance Financial Consultancy Stock Market Equity Advisor Mutual Funds Sales Stock Analysis Finance
We are seeking a motivated and experienced relationship manager specializing in equity to join our team in Delhi (JANAKPURI WEST-DISTT CENTER)Selected intern's day-to-day responsibilities include:1. Acquire new clients/franchisee2. Generate brokerage primarily through advising clients on their equity portfolio3. Develop and maintain a long term relationship with customers to maintain a high level of retention of the existing customers and focus on generatingnew business4. Need to be constantly updated with the market knowledge5. Ensure all the activities are in adherence as per compliance and risk6. Keeping the clients updated on their orders7. Crossing selling third party products like Mutual fund, SIP, and PMSRequirements:1. Minimum 1 year of experience in equity markets2. NISM certification is mandatory3. Ability to analyze financial data and market trends4. Proactive and client-focused attitude5. Candidate should have good communication skill
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Hiring Freshers || Wealth Advisor

Kotak Mahindra Life Insurance

  • 0 - 6 yrs
  • Nehru Place Delhi
Interpersonal Skills Needs Analysis Insurance Planning Retirement Income Financial Planning Wealth Management
Location: Delhi - Nehru Place Model: Entrepreneurial / Business Ownership (Zero Investment)Type: Full-Time / Part-Time / Work-from-HomeRole ObjectiveWe are looking for ambitious individuals to join our team as Wealth Managers. Unlike a traditional fixed-salary job, this is a Business Ownership Opportunity where you build your own career with unlimited earning potential and international recognition.Key ResponsibilitiesFinancial Consulting: Analyze client needs and suggest customized solutions (Marriage Plans, Child Education, Retirement, and Market Linked Plans).Networking: Leverage personal and professional networks to provide financial protection advice.Wealth Creation: Help clients grow their assets through ULIPs, Guaranteed Savings, and Tax-saving instruments.Relationship Management: Maintain long-term associations with clients to ensure their financial goals stay on track.What We OfferUnlimited Earnings: No fixed salary cap; your income grows with your efforts.Flexibility: Work as a freelancer or from the comfort of your home.Recognition: Opportunity to achieve international standards like MDRT (Million Dollar Round Table).Training: Full support and professional training to help you become a certified Financial Protection Planner.Zero Investment: Start your own professional journey without any capital requirement.
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Hiring For 12th Pass Freshers - Life Insurance Advisor

Kotak Mahindra Life Insurance

  • 0 - 6 yrs
  • Nehru Place Delhi
Life Insurance Customer Service Financial Planning Skills Consultative Sales
We are looking for a motivated and dedicated Life Insurance Advisor to join our team in Nehru Place. This part-time position is ideal for individuals with 0 to 6 years of experience who are passionate about helping others secure their financial future. **Key Responsibilities:**- **Client Consultation:** Meet with potential clients to understand their financial needs and objectives, helping them identify appropriate life insurance solutions.- **Policy Recommendation:** Recommend suitable life insurance policies based on clients' requirements, providing them with clear and accurate information to make informed decisions.- **Sales Support:** Assist clients through the application process, providing guidance and support until policies are issued.- **Market Research:** Stay updated on insurance products and market trends to offer the best options to clients and enhance their overall decision-making experience.- **Relationship Management:** Build and maintain strong client relationships through regular follow-ups and personalized service, fostering trust and loyalty.**Required Skills and Expectations:**Candidates should have a strong customer service orientation and excellent communication skills, allowing them to effectively explain complex insurance concepts. A proactive and results-driven attitude is essential to thrive in this role. Basic knowledge of life insurance products is preferred but not mandatory. Candidates should be able to work well both independently and as part of a team and must be comfortable working in an office environment. A positive demeanor and the ability to empathize with clients are crucial for success in this position.
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