Wealth Planning Officer Jobs

Wealth Planning Officer  ( 1 - 2 yrs)

Sell Life Insurance plans Work on the given leads by : Enquire leads for an interest in purchasing life insurance policies Collect Documents from interested leads Ensuring timely issuance of policies by resolving pending issues Acquire...

Key Skills : confidence,field officer,communication advisor,business developer,honesty,life insurance,general insurance

Executive Wealth Planning Officer (ewpo) - Mumbai Tata Aia  ( 2 - 5 yrs)

Sell Life Insurance plans Work on the given leads by : Enquire leads for an interest in purchasing life insurance policies Collect Documents from interested leads Ensuring timely issuance of policies by resolving pending issues Acquire...

Key Skills : sales / marketing,insurance advisor,insurance associate,insurance executive,insurance officer

Financial Planning Manager  ( 1 yrs)

xcDear Candidate, Greetings!! from Future Generali India life Insurance Company Ltd. Currently we are hiring for different positions in your locations. About Future General: Future General is a joint venture between India’s leading ...

Key Skills : planning manager,financial manager,financial officer,planning assistant,wealth planning...

Looking for Business Development Manager  ( 4 yrs)

Job Profile: - Manage Existing Corporate Client Portfolio. - Generate New Corporate customer Portfolio. - Acquiring HNI clients Dealing with projects. - Generating Revenue from set of clients. - Ensure healthy relation with existing client. ...

Key Skills : business development manager,business development,relationship management,sales,marketing,financial officer,wealth planning officer,financial...

Urgent Requirement for Financial Advisor  ( Fresher)

 Kanpur

We are Seeking for Financial Advisor.

Key Skills : financial officer,financial advisor,financial consultant,financial analyst,wealth planning officer,financial planning officer,insurance...

Financial Analyst  ( 3 yrs)

RS 1,25,000 To 3,25,000 Ahmedabad

Vistaprint is looking for a high-energy Financial Analyst with strong analytical and communication skills. The ideal candidate should have a good knowledge of Accounting and Finance. The Financial Analyst will act as a liaison between the product sup...

Key Skills : financial officer,financial analyst,financial associate,financial consultant,wealth planning officer,financial planning officer,insurance...

Post Graduate Diploma in Banking Management  ( 0 - 1 yrs)

Retail Banking, Business Banking , Wealth Management and Financial Planning law and Practice of Banking communication Skill finacle-core Banking Solution.

Key Skills : banking,banking manager,banking officer

Executive Wealth Planning Officer (ewpo) - Delhi  ( 2 - 5 yrs)

Sell Life Insurance Plans Work On The Given Leads By : Enquire Leads For An Interest In Purchasing Life Insurance Policies Collect Documents From Interested Leads Ensuring Timely Issuance Of Policies By Resolving Pending Issues Acquire...

Key Skills : insurance,general insurance,insurance advisor,insurance agent,insurance associate,insurance consultant,insurance executive

Opening for Wealth Manager  ( Fresher)

RS 2,00,000 To 4,00,000 Hyderabad, Secunderabad

JOB DESCRIPTION:- Support managers in offering financial services to clients. Offer financial products to clients. Give service to clients. Meet HNI & corporate clients to offer various Financial Products like Fixed Deposits,Loans,Tax Servi...

Key Skills : wealth manager,wealth management,wealth planning officer,wealth advisor,financial planning officer,insurance...

Searching for Sales Manager  ( 1 - 2 yrs)

RS 1,75,000 To 3,00,000 Bhopal

Primary Responsibilities - Handle financial operations of the property. - Collect rent. - Send out notices if rent is delinquent. - Prepare and maintain financial statements. - Update owners on status of property. - Inform owners about occupanc...

Key Skills : sales manager,sales,financial officer,finance,wealth planning officer,financial planning officer,insurance representative

Wealth Planning Officer (wpo) - Kolkata  ( 1 - 3 yrs)

Job Description Sell Life Insurance plans Work on the given leads by : Enquire leads for an interest in purchasing life insurance policies Collect Documents from interested leads Ensuring timely issuance of policies by resolving pe...

Key Skills : insurance,general insurance,life insurance,life insurance advisor,life insurance agent,insurance advisor,insurance associate,insurance...

Wpo(wealth Planning Officer)  ( 2 - 5 yrs)

Wpo(wealth Planning Officer)

Key Skills : sales executive,marketing,distribution,business development executive,business developer,regional manager,head sales,channel sales,...

Wealth Planning Officer (wpo)  ( 0 - 7 yrs)

RS 2,00,000 To 4,50,000 Hyderabad, Bangalore, Mumbai, Chennai, Kolkata, Delhi

Sell Life Insurance plans Work on the given leads by : Enquire leads for an interest in purchasing life insurance policies Collect Documents from interested leads Ensuring timely issuance of policies by resolving pending issues Acquire...

Key Skills : exp must minimum 6 months in field sales with aadharcard and pan card and prev company(s) exp letters,life insurance,sales,lead generation

Wealth Planning Officer (fos) - Hsc Pass - Mumbai Sales / Business Development Tata Aia  ( 1 - 5 yrs)

Sell Life Insurance Plans Work On The Given Leads By : Enquire Leads For An Interest In Purchasing Life Insurance Policies Collect Documents From Interested Leads Ensuring Timely Issuance Of Policies By Resolving Pending Issues Acquire...

Key Skills : sales,insurance,life insurance,sales executive,marketing,business development executive

Insurance Sales Officer Tata Salary upto 35,000 Koramangala  ( 1 - 8 yrs)

RS 2,25,000 To 4,00,000 Bangalore

We have an urgent requirement for Executive Wealth Planning Officer for one of our leading BFSI Client in HSR Layout, Bengaluru. Looking for Graduate candidates with minimum 2 years of Insurance/ BFSI Sales experience. Qualification : G...

Key Skills : sales,direct sales,insurance sales officer,insurance executive,field sales officer,sales manager,marketing

Urgent Openings in Tata Aia for Direct Sales Profile.  ( 1 - 7 yrs)

RS 90,000 To 2,50,000 Hyderabad, Bangalore, Mumbai, Pune, Kolkata

Urgent Hiring. Job Title: Wealth Planning Officer/ Client Servicing Manager. Education: Graduate Or Post Graduate. Eligibility: Minimum 6 Months To 1 Year In Sales (Insurance/Non Insurance). Main Priorities: 1).Achieve Sales Target.\r...

Key Skills : sales / marketing,insurance advisor,insurance associate,insurance executive,insurance officer

Executive Wealth Planning Officer  ( 1 - 3 yrs)

RS 2,00,000 To 3,25,000 Delhi

Sell Life Insurance plans Work on the given leads by :Enquire leads for an interest in purchasing life insurance policies Collect Documents from interested leads Ensuring timely issuance of policies by resolving pending issues Acquire New Customer by...

Key Skills : sales executive,sales,marketing