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Financial Advisor
Kotak Life Insurance PVT Ltd
Posted
3 weeks ago

Lucknow, Uttar Pradesh, India

Onsite

INR 30K

Junior Level

Full Time

Job Categories

Finance Sales Consulting Customer Insurance

Match

Skills

Experience

Industry

Sema Summary

The Financial Advisor role at Kotak Life Insurance involves assisting clients in understanding and managing their financial goals. Responsibilities include advising clients on insurance plans and financial products, building lasting relationships, and meeting sales targets. Ideal candidates should possess strong interpersonal skills and a proactive approach to learning about financial services. This full-time position is based in Lucknow, India.

About Company

Kotak Life Insurance PVT Ltd is a prominent insurance provider in India, known for offering a wide range of financial solutions tailored to meet the diverse needs of clients. The company focuses on building strong customer relationships and delivering value through quality services.

Core Requirements

Bachelor's degree
Strong communication skills
Ability to work under pressure
Teamwork and collaboration
Interest in finance and investment

Responsibilities

Advise clients on various financial products
Conduct needs analysis for potential clients
Build and maintain client relationships
Meet sales targets and performance metrics
Provide tailored financial solutions
Stay updated on industry trends
Participate in training and development programs

Must Have skills

CommunicationSales skillsFinancial planningCustomer serviceAnalytical skills

Nice To Have Skills

NetworkingProblem-solvingNegotiation skillsTime managementPresentation skills

Tools Knowledge Requried

CRM SoftwareMicrosoft ExcelFinancial Modeling Tools

Job Keywords

Financial AdvisorInsurance SalesClient ManagementInvestment AdviceSales Target

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