Financial Planning Advisor (Bhubaneswar)

Financial Planning Advisor (Bhubaneswar)

07 Oct
|
Bajaj Life Insurance
|
Bhubaneswar

07 Oct

Bajaj Life Insurance

Bhubaneswar

? Financial Planning Advisor – Job Description

1. ? Understand clients’ financial goals and recommend suitable financial plans.
2. ? Build and maintain robust relationships with clients.
3. ? Advise clients on savings, investments and financial products.

5.? Stay updated on financial products, and industry developments.

6. File management

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

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