Financial Advisor - Lucknow

We are inviting applications for the role of Financial Advisor from motivated individuals who are ready to take on a leadership position and grow rapidly in this sector. · Leadership-focused roleProfessional training and continuous support · ...

Kotak Life is looking for talented team leaders to manage clients make consult & decisions about protection savings and long-term financial planning. · ...

Kotak Life is looking for talented team leaders to manage clients make consult & decisions about protection savings & long-term financial planning. · Understand client's financial goals & recommend suitable product solutions. · Present & explain Kotak Life's product portfolio. · ...

+Financial advisors meet with clients to discuss their financial goals. · Personal financial advisors provide advice on investments, insurance, mortgages, estate planning, taxes and retirement to help individuals manage their finances. · ...

The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. · Provide financial planning support to clients Support investment professionals to cultivate client relationshipsPrepare financial plans and check thei ...

Kotak Life is looking for talented and motivated team leaders to manage clients make consult & decisions about protection, savings, and long-term financial planning. · ...

We are inviting #freshers & experienced candidates** to build a long-term career with one of India's most trusted insurance brands. · Sales Target during · ...

Achieve performance targets by bringing clients through the advice process. Develop client relationships with new and existing clients. Establish and develop relationships with staff in supporting organisations. · ...

Theoretical Training Clear IRDA Govt. Exam · * Go Through*Management Practical Training (One Time Sales Part Included 50K Yearly Premium 6 Policies You Need To Sales In Your Known Circle)During the training period Trainees will receive a stipend of minimum $60, · $000 and maximu ...

The company Kotak Life is hiring a Financial Advisor/Team Lead for their Lucknow Hazratganj Branch. The role involves theoretical training followed by management practical training. · ...

Hiring developing and driving sales from Top Financial Advisors/Financial Distributors of competition thereby driving revenue for Agency Channel. · The Elite Vertical is a dedicated vertical under Agency Channel focusing on recruitment and development of proven top performing adv ...

The agency channel refers to a distribution method where insurance products are sold through agents. · ...

This is a full-time on-site role located in Lucknow for an Equity Advisor. · The Equity Advisor will be responsible for offering financial advice, · managing investment portfolios, · identifying market opportunities,and recommending suitable investment options to clients.Proficie ...

Manage and advise clients on their investment portfolios in this full-time role based in Lucknow.This Equity Advisor will be responsible for developing relationships with customers and helping them meet their financial objectives. · ...

This part-time hybrid role of Insurance Advisor is based in Lucknow with flexibility for some remote work. The Insurance Advisor will be responsible for consulting with clients identifying their insurance needs and recommending suitable insurance policies to meet their financial ...

This role involves acquiring and integrating businesses to drive growth. · Market research & opportunity identification. · ...

Be part of the fast-growing UK Debt Management & IVA Process and help clients find the right financial solutions. · ...

The Accountant plays a pivotal role in maintaining the financial health of the organization. · This position is crucial as it ensures that all financial processes are accurately recorded, monitored, and reported to provide a clear picture of the company's financial status. · Mana ...

This Equity Advisor will provide financial advice managing investment portfolios identifying market opportunities recommending suitable investment options to clients. · ...

+Job summary · Kotak Life is looking for talented team leaders to manage clients make consult & decisions about protection, · savings, · and long-term financial planning. · ResponsibilitiesUnderstand client's financial goals and recommend suitable product solutions. · Present and ...