Investment Job Vacancies in Lucknow

Reaology is an new age real estate investment advisory form. Company will looking well motivated higher passionate sales professional, telesales executive for calling and lead generation. With attractive salary and incentives plan.

Job is all about maintaining Finance

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.

Location : Gurugram, HaryanaWork Preference: Work from Home/Work From OfficeJob Description : Enrollment AdvisorEmployment Type: Full-timeAbout GrowthInvesting.inGrowthinvesting.in is a leading platform offering expert-led Equity Portfolio's , Model Portfolio and Research Calls on stock/Equity/Derivative trading, financial markets, and investment strategies.Position OverviewWill play a pivotal role in guiding potential Investors & customers to enroll in our Equity Portfolios on Smallcase.com.If you are passionate about financial markets and education and have the drive to succeed, we'd love to hear from you. Share resume to help@growthinvesting.in or share your resume on 9810500188. Incentives-Lucrative performance-based incentives.Key Responsibilities1. Customer Engagement: Reach out to potential customers who have expressed interest in growthinvesting.in Model Portfolio Management. Understand their needs and provide tailored advice on offerings.2. Model Equity Portfolio Promotion: Clearly articulate the benefits of enrolling in our Equity Portfolio on Smallcase.com and Mobile Application, including mentorship under expert Research Analysts and detailed content.3. Lead Conversion: Achieve and exceed enrollment targets through consultative selling techniques. Follow up with leads to close sales effectively4. Knowledge Application: Utilize your understanding of stocks and financial markets to build trust and credibility with potential customers.5. Reporting: Maintain accurate records of customer interactions and sales progress.Working knowledge of stocks, trading, and financial markets.1.Strong communication and interpersonal skills.2.Ability to build rapport and engage customers effectively.3.Self-motivated and target-driven mindset.4.Basic proficiency in using CRM tools and MS Office.

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.

Government proposed jobVery high chance to get permanent govt job in LIC as this is financial Advisor professional scheme launch by our honorable PM mr Modi ji so hurry up call me 9450625644

We are looking for 99 Channel Development Associate Posts in , with deep knowledge in Team Building,New Channel Development and Required Educational Qualification is : Higher Secondary

We are looking for an experienced Financial Adviser to join our team and serve as a valuable intermediary between our company and clients.

Job Description for Relationship Manager: KEY RESPONSIBILITIES: Learn details about our products and services. Understand all the prospects needs, problems or wants. Handle potential clients and act as their consultant. Work on the prospects and leads. Up-sell when appropriate Constant follow up with leads. Identify buyer persona profiles. Investigate leads and find out about them as much as possible before contacting. Consult with sales and marketing team to ensure the efficiency. Identify most important sales KPIs.Personal Competencies: Sense of ownership and pride in your performance. Critical thinker. Problem solver. Excellent leadership skills Good time-management skills Great interpersonal and communication skills.

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.

Acquiring HNI clients for PMS accounts , looking for TERRITORY MANAGERS AND RELATIONSHIP MANAGERS AND BRANCH MANAGERS

Reaology is an new age real estate investment advisory form. Company will looking well motivated higher passionate sales professional, telesales executive for calling and lead generation. With attractive salary and incentives plan.

Job Description1. To identify and acquire the customers 2. Maintaining the relationship with the customers. 3. Retention of customers 4. To cross-sell the investment party products 5. To ensure to reach the revenue target. Acquiring new and prospective customers Understanding the requirements of the prospect. Providing clients with advice that helps them to sort out their problems in investment. Ensuring future business from those prospective customers in the long run. 1. Generate revenues and AUM for the company as per the expectation 2. Give high priority service to the customers as per the company processes 3. Advise clients on a range of products viz. Equity, Mutual Funds, PMS in stocks and securities brooking, derivatives, bonds and all the products promoted by the companyThanks & RegardsBhumika VermaContact Number :- +918989859705bhumika@bs2hire.co.in