Financial Advisor (India)

Financial Advisor (India)

05 Aug
|
Nationalized Bank
|
India

05 Aug

Nationalized Bank

India

Client Acquisition & Needs Analysis: Identify potential clients, conduct fact-finding interviews to understand their financial situations and goals, and analyze existing coverage. # Product Sales & Customization: Explain various insurance products (health, life, auto, etc.), customize programs to fit individual needs, calculate rates, and process applications. # Policy Management: Handle policy sales, renewals, beneficiary changes, and updates, ensuring all documents are complete and submitted correctly. # Claims Assistance: Guide clients through the claims process, liaise with adjusters, and ensure smooth, timely resolutions.

Job Types: Full-time, Part-time, Permanent, Fresher

Pay: ₹15,000 - ₹39,000 per month

Perks: Health insurance

- Provident Fund

Job Types: Full-time, Part-time, Permanent, Fresher

Pay: ₹15,000.00 - ₹37,733.80 per month

Benefits:

- Health insurance
- Life insurance
- Provident Fund

Work Location: In person

📌 Financial Advisor (India)
🏢 Nationalized Bank
📍 India

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