13 Sep
|
Bajaj Life Insurance
|
Bhubaneswar
13 Sep
Bajaj Life Insurance
Bhubaneswar
Key Responsibilities
Client Consultation: Meet with new and existing clients to evaluate their financial goals, risk tolerance, income, and liabilities.
Financial Planning: Design customized plans for retirement, investments, tax strategies, and estate planning.
Portfolio Management: Research market trends, allocate assets, and regularly rebalance client portfolios.
Client Education: Explain complex financial options, product advantages, and potential risks in easy terms.
Business Development: Prospect, network, and acquire current clients to build your practice.
📌 Financial Advisor Bhubaneswar
🏢 Bajaj Life Insurance
📍 Bhubaneswar