Financial Associate (Bhubaneswar)

Financial Associate (Bhubaneswar)

12 Oct
|
Bajaj Life Insurance
|
Bhubaneswar

12 Oct

Bajaj Life Insurance

Bhubaneswar

Understand clients’ financial goals and recommend suitable financial plans.

1. ? Investment Guidance: Guide clients on investment, savings, and insurance options.
2. ? Client Relationship: Build and maintain solid, long-term relationships with clients.
3. ? Portfolio Support: Monitor clients’ financial portfolios and suggest improvements when needed.
4. ? Business Development: Generate new leads, acquire clients, and achieve assigned business targets.

📌 Financial Associate (Bhubaneswar)
🏢 Bajaj Life Insurance
📍 Bhubaneswar

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