Role/Designation : Relationship Manager
Reporting Manager : City Head
Location : Thane east mumbai
Roles & Responsibilities:
• Recruiting and Managing team of financial advisors/agents.
• Managing the complete life cycle of financial advisors/agents e.g., Meeting and interacting with them on regular basis
• Training the financial advisors/agents on our app for servicing their customers in most efficient and effective manner
• Driving partners for higher productivity and focus on renewals and ensuring that focus is not diluted.
• Achievement of Monthly/Quarterly/Yearly targets as assigned by the manager/organization from time to time.
• Understanding and aligning with company’s policies and ensure full compliance.
• Maintaining the highest level of business hygiene.
• Identifying new approaches to enhance reach and generate more sales in the assigned region.
• Working on distribution of Motor, Life & health Insurance and loans, credit card, NPS, etc and products as and when introduced by the organization.
Desired Profile:
• Education - Full time HSC or Graduation.
• Experience - 1+ year of experience in Sales and BD in Insurance Industry.
• Knowledge - In-depth understanding of business context. Understanding of Insurance and Financial products is an added advantage.
• Exposure - Familiarity with all types of insurance plan and financial products (Life, Health, Motor,)
• Communication - Excellent verbal and written communication skills and ability to liaise with multiple stakeholders.
• IT Skills - Proficient with Microsoft Office Suite or related software.
Shubham Vishwakarma
Full Stack Developer - Averlon
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📢 ***Part-Time Job Opportunity: Financial Advisor***
Are you passionate about finance and helping others achieve their financial goals? We're excited to announce a part-time job opening for a Financial Advisor in India.
Responsibilities:-
- Provide financial advice and guidance to clients based on their individual financial situations and goals.
- Develop personalized financial plans tailored to each client's needs.
- Educate clients on various investment options, retirement planning, insurance, and other financial products and services.
Requirements:-
- Strong knowledge of financial planning principles and investment strategies.
- Excellent communication and interpersonal skills.
- Ability to work independently and manage client relationships effectively.
- Relevant certification or degree in finance, economics, or related field is a plus.
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- Ongoing training and support to enhance your skills and knowledge in the field of finance.
- Earn Commission to Refer Customer for LOAN, INSURANCE, CREDIT CARD, ETC.
If you're interested in joining our team as a part-time Financial Advisor, please contact us.
Visit Our Website: https://myadvisers.net
We look forward to hearing from you!
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Follow CutshortShubham Vishwakarma
Full Stack Developer - Averlon