Financial Planning Fresher Jobs in Lucknow

Achieve performance targets by bringing clients through the advice process.Develop client relationships with new and existing clients. Establish and develop relationships with staff in supporting organisations. Provide professional best advice in developing clear financial plans for new and existing clients.Adhere to strict risk management procedures. Identify financial requirements and develop clear financial plans for new and existing clients in relation to a range of retail products.Ensure that the highest level of customer service is provided on a consistent.Develop relationships with new and existing clients in line with targets. Ensure full compliance with all relevant company policies, procedures and legal and regulatory requirements. Strong business development element to this role - generation of new leads/client relationships is key.

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.

Honest, 'loyal candidates need who work perfectly will post in 3 month in head manager

Job Description: Financial AdviserPosition: Insurance AdviserLocation: [Insert Location]Employment Type: Full-time/Part-timeSalary: [Insert Salary Range] + CommissionJob Summary:We are seeking a motivated and customer-focused Insurance Adviser to join our team. The Insurance Adviser will be responsible for providing expert advice to clients on insurance products and services, helping them make informed decisions about their coverage needs. This role involves building strong relationships with clients, understanding their financial situations, and offering tailored insurance solutions.Key Responsibilities:Understand clients insurance needs and provide expert advice on available products.Offer customized insurance solutions, including life, health, property, and casualty insurance.Educate clients on policy terms, benefits, and costs, ensuring clarity and transparency.Manage client relationships and provide exceptional customer service.Conduct periodic reviews of existing policies and offer updates or improvements.Ensure compliance with all regulatory and company standards.Maintain detailed and accurate client records.Collaborate with other team members and departments to deliver a seamless customer experience.Stay up-to-date with industry trends, product knowledge, and changes in insurance regulations.Qualifications:Proven experience as an insurance adviser, agent, or similar role (preferred but not required).Excellent communication and interpersonal skills.Ability to explain complex insurance concepts in simple terms.Strong organizational skills and attention to detail.A customer-first attitude with a commitment to providing personalized service.Relevant certifications (e.g., IRDAI certification) or willingness to obtain them.Proficiency in using insurance software and tools.

Looking for dedicated candidates who's having knowledge of sales field ,insurance field and having good communication skills

Profile:- financeSalary:- 30000 per monthLeave:- 4Qualification:- any degree of bachelorLocation- Lucknow the candidate should have good knowledge of Finance.

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.