Financial Planning Advisor (Bhubaneswar)

Financial Planning Advisor (Bhubaneswar)

04 Oct
|
Bajaj Life Insurance Company
|
Bhubaneswar

04 Oct

Bajaj Life Insurance Company

Bhubaneswar

Understand clients’ financial goals, needs, and risk preferences. Provide information and guidance on suitable financial products. Develop and maintain strong relationships with clients. Generate leads through referrals, networking, and other sources.

Conduct client meetings and explain product features and perks. It's a entrepreneurship model incentive was pay for performance . Assist clients with investment and financial planning requirements. Follow up with existing and prospective clients.

Maintain accurate client records and documentation. Achieve assigned sales and business targets. Ensure proper compliance with company policies and regulatory requirements.

📌 Financial Planning Advisor (Bhubaneswar)
🏢 Bajaj Life Insurance Company
📍 Bhubaneswar

Reply to this offer

Impress this employer describing Your skills and abilities, fill out the form below and leave Your personal touch in the presentation letter.

Subscribe to this job alert:

Get the latest job offers by email for: financial planning advisor (bhubaneswar) / bhubaneswar