6

Financial Planning Job Vacancies in Patna

filter
  • Location
  • Experience
  • Role
  • Functional Area
  • Qualification
  • Employer Type
  • 0 - 5 yrs
  • Patna
Insurance Sales Insurance Marketing Insurance Life Insurance Customer Service Financial Planning Skills General Insurance
Position: Life MitraIndustry: Life Insurance / Financial ServicesCompany: SBI Life InsuranceLocation: PatnaEmployment Type: Business Opportunity / Insurance Sales### About the RoleAs a Life Mitra, you will help individuals and families understand their life insurance and financial protection needs and assist them in choosing suitable SBI Life insurance solutions.This role is suitable for people who enjoy meeting customers, building relationships, sales, and financial awareness.Key Responsibilities* Identify and develop new customers through personal networking, referrals and local outreach.* Understand customers' financial protection and insurance requirements.* Explain relevant SBI Life insurance products in simple language.* Assist customers throughout the policy application and documentation process.* Maintain regular communication and relationships with existing customers.* Generate leads and follow up with prospective customers.* Work towards assigned business and activity targets.* Participate in customer meetings, awareness activities and promotional campaigns.* Provide appropriate after-sales support and coordinate with the company/branch when required.* Follow applicable company policies, regulatory requirements and ethical sales practices.Who Can Apply?* Freshers and experienced candidates can apply.* Good communication and interpersonal skills.* Interest in sales, insurance, and financial services.* Ability to build relationships and generate leads.* Local-area knowledge and a strong personal network can be an advantage.* Basic smartphone and digital communication skills.Earning Opportunity* Earnings are linked to the business generated and the applicable commission/incentive structure.* Income can increase with customer acquisition, premium generation, and renewal business.* Suitable for individuals looking to build a long-term career/business in life insurance and financial services.Why Consider This Opportunity? SBI Life brand association Opportunity to build your own customer network Flexible field-based working Suitable for freshers as well as experienced sales professionals Performance-linked earning potential Opportunity to develop skills in insurance and financial servicesInterested candidates can contact: 7519216365 Patna
View all details
  • 2 - 8 yrs
  • 5.0 Lac/Yr
  • Patna
Bill Preparation Bill Scrutinizing Accounting Budgeting Construction Site Financial Monitoring Financial Planning
NNT Developers Pvt. Ltd. is a civil construction company credential of various types of civil Engineering works (Building work, Road, Bridge, Earthwork, Deep tube well work etc). Is a Partnership firm. Looking for Accountant / Financial Management personnel for its office to handle accounts and finance related works.
View all details

Finance Manager (Full Time) (Only Females)

Scinext Group Skills & Technology Private Limited

Good Communication Skills Financial Planning Corporate Finance Finance Banking Finance Financial Modelling
Perform a variety of advanced financial analyses to determine present and forecasted financial health of the company Use financial modeling to simulate financial scenarios Present potential scenarios and outcomes to management team Manage the preparation and publication of departmental and organization financial documents Collaborate with management on development and execution of funding strategies Examine financial and legal documents to verify accuracy and adherence to financial regulations and acceptable financial principles Develop or recommend solutions for problems or situations
View all details

Finance Manager

Keepunit Services

  • 1 - 2 yrs
  • 15.0 Lac/Yr
  • Patna
Financial Planning Taxation Finance Manager
We have vacant of 2 Finance Manager Jobs in Patna, Bihar,Finance Manager, Experience Required : 1 Year Educational Qualification : CA Skill Financial Planning,Taxation, Finance Manager etc.
View all details

Get Personalized Job Matches

Based on your experience, skills, interests, and career goals to help you find the most relevant opportunities faster. Register Now!

Finance Manager

3 M Corporate Solutions

Financial Planning Taxation Treasury Financial Accounting GST and TDS
The Finance and Accounting Manager is responsible for ensuring the organization's financial health, compliance, and sustainability while managing and developing the finance and accounting team.
View all details

Finance Controller

Gargee Group of Hotel

  • 10 - 20 yrs
  • 6.0 Lac/Yr
  • Patna
Financial Planning Corporate Finance Taxation Treasury Auditing Costing Financial Management Finance Controller
We have vacant of 1 Finance Controller Job in Patna Experience Required : 10 Years Educational Qualification : Professional Degree, B.Com, M.Com, ICWA, Other Doctorate Degree, Ph.D/Doctorate Skill Financial Planning,Corporate Finance,Taxation,Treasury,Auditing,Costing,Financial Management etc.
View all details

Apply to 6 Financial Planning Job Vacancies in Patna